VFA
Values First Advisors’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
57,372
+18,184
| +46% | +$317K | 0.55% | 54 |
|
|
2025
Q1 | $960K | Buy |
39,188
+1,211
| +3% | +$29.7K | 0.56% | 52 |
|
|
2024
Q4 | $1.06M | Sell |
37,977
-2,111
| -5% | -$58.9K | 0.58% | 49 |
|
|
2024
Q3 | $1.28M | Sell |
40,088
-773
| -2% | -$24.8K | 0.7% | 44 |
|
|
2024
Q2 | $1.99M | Sell |
40,861
-17
| -0% | -$827 | 1.19% | 24 |
|
|
2024
Q1 | $1.68M | Sell |
40,878
-724
| -2% | -$29.8K | 0.99% | 30 |
|
|
2023
Q4 | $1.86M | Buy |
+41,602
| New | +$1.86M | 1.12% | 27 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$2.66K | – | 334 |
|
|
2023
Q1 | $2.66K | Buy |
+61
| New | +$2.66K | ﹤0.01% | 293 |
|