Simplicity Wealth’s Perimeter Solutions PRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23,181
Closed -$182K 1025
2024
Q2
$182K Buy
23,181
+4,600
+25% +$36K ﹤0.01% 1122
2024
Q1
$138K Buy
+18,581
New +$138K ﹤0.01% 1096