TWA
TCI Wealth Advisors’s Simply Good Foods SMPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-135
| Closed | -$5.37K | – | 1934 |
|
2023
Q1 | $5.37K | Buy |
135
+1
| +0.7% | +$40 | ﹤0.01% | 1472 |
|
2022
Q4 | $5.1K | Buy |
134
+129
| +2,580% | +$4.91K | ﹤0.01% | 1514 |
|
2022
Q3 | $0 | Sell |
5
-240
| -98% | – | ﹤0.01% | 2552 |
|
2022
Q2 | $9K | Buy |
245
+8
| +3% | +$294 | ﹤0.01% | 1103 |
|
2022
Q1 | $9K | Hold |
237
| – | – | ﹤0.01% | 1189 |
|
2021
Q4 | $10K | Buy |
237
+51
| +27% | +$2.15K | ﹤0.01% | 1195 |
|
2021
Q3 | $6K | Buy |
186
+55
| +42% | +$1.77K | ﹤0.01% | 1493 |
|
2021
Q2 | $5K | Buy |
131
+28
| +27% | +$1.07K | ﹤0.01% | 1467 |
|
2021
Q1 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 1566 |
|