Steward Partners Investment Advisory’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-100
| Closed | -$3.96K | – | 3663 |
|
2023
Q4 | $3.96K | Hold |
100
| – | – | ﹤0.01% | 3044 |
|
2023
Q3 | $3.45K | Hold |
100
| – | – | ﹤0.01% | 2940 |
|
2023
Q2 | $3.66K | Hold |
100
| – | – | ﹤0.01% | 2890 |
|
2023
Q1 | $3.98K | Hold |
100
| – | – | ﹤0.01% | 2851 |
|
2022
Q4 | $3.8K | Hold |
100
| – | – | ﹤0.01% | 2862 |
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2970 |
|