TD Private Client Wealth’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
5,277
-45
| -0.8% | -$1.42K | ﹤0.01% | 673 |
|
|
2025
Q1 | $184K | Sell |
5,322
-190
| -3% | -$6.55K | 0.01% | 615 |
|
|
2024
Q4 | $215K | Buy |
5,512
+937
| +20% | +$36.5K | 0.01% | 589 |
|
|
2024
Q3 | $159K | Buy |
4,575
+1,887
| +70% | +$65.6K | ﹤0.01% | 649 |
|
|
2024
Q2 | $97.1K | Hold |
2,688
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $91.5K | Buy |
2,688
+744
| +38% | +$25.3K | ﹤0.01% | 705 |
|
|
2023
Q4 | $77K | Buy |
1,944
+270
| +16% | +$10.7K | ﹤0.01% | 732 |
|
|
2023
Q3 | $57.8K | Hold |
1,674
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $61.3K | Buy |
1,674
+604
| +56% | +$22.1K | ﹤0.01% | 741 |
|
|
2023
Q1 | $42.6K | Sell |
1,070
-13
| -1% | -$517 | ﹤0.01% | 800 |
|
|
2022
Q4 | $41.2K | Buy |
1,083
+281
| +35% | +$10.7K | ﹤0.01% | 783 |
|
|
2022
Q3 | $25.7K | Hold |
802
| – | – | ﹤0.01% | 862 |
|
|
2022
Q2 | $30.3K | Hold |
802
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $30.4K | Buy |
+802
| New | +$30.4K | ﹤0.01% | 869 |
|