Simplicity Solutions’s Formula Systems FORTY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-12,433
Closed -$458K 265
2017
Q2
$458K Buy
12,433
+980
+9% +$36.1K 0.05% 253
2017
Q1
$443K Buy
11,453
+1,744
+18% +$67.5K 0.07% 245
2016
Q4
$385K Buy
+9,709
New +$385K 0.09% 224