Simplicity Solutions’s StoneX SNEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $466K | Buy |
9,468
+1,865
| +25% | +$91.8K | 0.01% | 685 |
|
|
2023
Q3 | $327K | Buy |
7,603
+61
| +0.8% | +$2.63K | 0.01% | 738 |
|
|
2023
Q2 | $278K | Buy |
+7,542
| New | +$278K | 0.01% | 854 |
|
|
2023
Q1 | – | Sell |
-5,963
| Closed | -$253K | – | 1197 |
|
|
2022
Q4 | $253K | Sell |
5,963
-2,992
| -33% | -$127K | 0.03% | 533 |
|
|
2022
Q3 | $330K | Sell |
8,955
-3,454
| -28% | -$127K | 0.05% | 423 |
|
|
2022
Q2 | $431K | Sell |
12,409
-3,321
| -21% | -$115K | 0.06% | 341 |
|
|
2022
Q1 | $519K | Buy |
+15,730
| New | +$519K | 0.06% | 301 |
|
|
2021
Q4 | – | Sell |
-11,761
| Closed | -$344K | – | 596 |
|
|
2021
Q3 | $344K | Buy |
+11,761
| New | +$344K | 0.05% | 375 |
|