Simplicity Solutions’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $341K | Buy |
|
|||||
|
2023
Q3 | $293K | Sell |
|
|||||
|
2023
Q2 | $274K | Sell |
|
|||||
|
2023
Q1 | $292K | Buy |
|
|||||
|
2022
Q4 | $249K | Buy |
|
|||||
|
2022
Q3 | $224K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $416K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $860K | Sell |
|
|||||
|
2020
Q3 | $940K | Buy |
|
|||||
|
2020
Q2 | $775K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $285K | Buy |
|
|||||
|
2017
Q1 | $275K | Buy |
|
|||||
|
2016
Q4 | $260K | Buy |
|