Simplicity Solutions’s Perella Weinberg Partners PWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$227K	Buy	18,572 +2,436	+15%	+$29.8K	0.01%	926
2023 Q3	$164K	Buy	16,136 +4,474	+38%	+$45.5K	0.01%	918
2023 Q2	$97.1K	Sell	11,662 -10,118	-46%	-$84.3K	﹤0.01%	1007
2023 Q1	$198K	Buy	21,780 +9,142	+72%	+$83.2K	0.01%	1024
2022 Q4	$124K	Buy	+12,638	New	+$124K	0.02%	637