Sutton Wealth Advisors’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,245
| Closed | -$47.3K | – | 1455 |
|
|
2022
Q4 | $47.3K | Hold |
1,245
| – | – | 0.02% | 404 |
|
|
2022
Q3 | $39.8K | Sell |
1,245
-337
| -21% | -$10.8K | 0.02% | 433 |
|
|
2022
Q2 | $59.8K | Buy |
1,582
+237
| +18% | +$8.95K | 0.02% | 337 |
|
|
2022
Q1 | $51K | Buy |
1,345
+99
| +8% | +$3.76K | 0.02% | 392 |
|
|
2021
Q4 | $51.8K | Buy |
1,246
+19
| +2% | +$790 | 0.02% | 401 |
|
|
2021
Q3 | $42.3K | Hold |
1,227
| – | – | 0.02% | 447 |
|
|
2021
Q2 | $44.8K | Hold |
1,227
| – | – | 0.02% | 437 |
|
|
2021
Q1 | $37.3K | Buy |
+1,227
| New | +$37.3K | 0.01% | 476 |
|