Sutton Wealth Advisors’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-230
| Closed | -$8.41K | – | 1453 |
|
|
2022
Q4 | $8.41K | Sell |
230
-166
| -42% | -$6.07K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $19.2K | Buy |
396
+2
| +0.5% | +$97 | 0.01% | 676 |
|
|
2022
Q2 | $19.4K | Buy |
394
+2
| +0.5% | +$99 | 0.01% | 687 |
|
|
2022
Q1 | $20K | Buy |
392
+130
| +50% | +$6.63K | 0.01% | 710 |
|
|
2021
Q4 | $12.4K | Buy |
262
+73
| +39% | +$3.45K | ﹤0.01% | 867 |
|
|
2021
Q3 | $7.47K | Buy |
189
+29
| +18% | +$1.15K | ﹤0.01% | 997 |
|
|
2021
Q2 | $8.79K | Sell |
160
-5
| -3% | -$275 | ﹤0.01% | 945 |
|
|
2021
Q1 | $10.4K | Buy |
+165
| New | +$10.4K | ﹤0.01% | 870 |
|