SteelBridge Private Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-281,640
| Closed | -$12.3M | – | 60 |
|
2017
Q2 | $12.3M | Sell |
281,640
-6,270
| -2% | -$274K | 17.3% | 1 |
|
2017
Q1 | $12.4M | Sell |
287,910
-2,900
| -1% | -$125K | 18.8% | 1 |
|
2016
Q4 | $12.7M | Sell |
290,810
-8,000
| -3% | -$350K | 20.09% | 1 |
|
2016
Q3 | $13.1M | Sell |
298,810
-7,100
| -2% | -$312K | 38.14% | 1 |
|
2016
Q2 | $12.5M | Sell |
305,910
-23,000
| -7% | -$943K | 37.88% | 1 |
|
2016
Q1 | $12.6M | Buy |
+328,910
| New | +$12.6M | 25.51% | 1 |
|