Simplicity Solutions’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.32M | Buy |
2,330
+138
| +6% | +$78.1K | 0.04% | 380 |
|
|
2023
Q3 | $1.12M | Sell |
2,192
-109
| -5% | -$55.9K | 0.04% | 388 |
|
|
2023
Q2 | $1.08M | Sell |
2,301
-1,035
| -31% | -$486K | 0.03% | 445 |
|
|
2023
Q1 | $1.87M | Buy |
3,336
+2,339
| +235% | +$1.31M | 0.05% | 328 |
|
|
2022
Q4 | $464K | Buy |
997
+50
| +5% | +$23.3K | 0.06% | 362 |
|
|
2022
Q3 | $399K | Buy |
947
+151
| +19% | +$63.6K | 0.06% | 371 |
|
|
2022
Q2 | $328K | Buy |
796
+174
| +28% | +$71.7K | 0.04% | 410 |
|
|
2022
Q1 | $313K | Sell |
622
-530
| -46% | -$267K | 0.04% | 436 |
|
|
2021
Q4 | $706K | Buy |
1,152
+151
| +15% | +$92.5K | 0.08% | 302 |
|
|
2021
Q3 | $609K | Sell |
1,001
-315
| -24% | -$192K | 0.09% | 242 |
|
|
2021
Q2 | $702K | Buy |
1,316
+330
| +33% | +$176K | 0.14% | 159 |
|
|
2021
Q1 | $413K | Sell |
986
-5,277
| -84% | -$2.21M | 0.09% | 240 |
|
|
2020
Q4 | $2.8M | Buy |
6,263
+1,913
| +44% | +$854K | 0.04% | 317 |
|
|
2020
Q3 | $1.55M | Buy |
4,350
+1,564
| +56% | +$558K | 0.03% | 394 |
|
|
2020
Q2 | $930K | Buy |
2,786
+1,675
| +151% | +$559K | 0.02% | 490 |
|
|
2020
Q1 | $321K | Buy |
+1,111
| New | +$321K | 0.01% | 597 |
|