Steward Partners Investment Advisory’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,497
| Closed | -$62.4K | – | 3572 |
|
|
2023
Q3 | $62.4K | Buy |
+1,497
| New | +$62.4K | ﹤0.01% | 1803 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$3K | – | 3368 |
|
|
2022
Q2 | $3K | Sell |
65
-126
| -66% | -$5.82K | ﹤0.01% | 2946 |
|
|
2022
Q1 | $10K | Sell |
191
-383
| -67% | -$20.1K | ﹤0.01% | 2675 |
|
|
2021
Q4 | $27K | Sell |
574
-404
| -41% | -$19K | ﹤0.01% | 2198 |
|
|
2021
Q3 | $39K | Buy |
978
+49
| +5% | +$1.95K | ﹤0.01% | 2016 |
|
|
2021
Q2 | $51K | Buy |
929
+338
| +57% | +$18.6K | ﹤0.01% | 3355 |
|
|
2021
Q1 | $37.4K | Buy |
+591
| New | +$37.4K | ﹤0.01% | 2140 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2681 |
|
|
2019
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2730 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2684 |
|