SkyOak Wealth’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,607
| Closed | -$271K | – | 262 |
|
|
2024
Q2 | $271K | Sell |
1,607
-416
| -21% | -$70.1K | 0.06% | 191 |
|
|
2024
Q1 | $415K | Sell |
2,023
-150
| -7% | -$30.8K | 0.1% | 141 |
|
|
2023
Q4 | $430K | Sell |
2,173
-46
| -2% | -$9.11K | 0.11% | 134 |
|
|
2023
Q3 | $332K | Sell |
2,219
-299
| -12% | -$44.8K | 0.1% | 149 |
|
|
2023
Q2 | $349K | Buy |
2,518
+114
| +5% | +$15.8K | 0.1% | 150 |
|
|
2023
Q1 | $264K | Buy |
+2,404
| New | +$264K | 0.08% | 177 |
|