Toth Financial 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
2021
Q3
Sell
-22,500
Closed -$821K 784
2021
Q2
$821K Buy
22,500
+8,500
+61% +$310K 0.13% 121
2021
Q1
$426K Buy
+14,000
New +$426K 0.07% 174