Simplicity Solutions’s Information Services Group III Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39,147
| Closed | -$267K | – | 664 |
|
|
2022
Q1 | $267K | Buy |
+39,147
| New | +$267K | 0.03% | 500 |
|
|
2021
Q4 | – | Sell |
-43,423
| Closed | -$312K | – | 528 |
|
|
2021
Q3 | $312K | Sell |
43,423
-9,424
| -18% | -$67.7K | 0.05% | 420 |
|
|
2021
Q2 | $309K | Buy |
+52,847
| New | +$309K | 0.06% | 367 |
|