Wealth Enhancement Advisory Services’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
Q1
Sell
-5,273
Closed -$206K 3097
2024
Q4
$206K Buy
+5,273
New +$206K ﹤0.01% 2651
2024
Q1
Sell
-5,243
Closed -$208K 2441
2023
Q4
$208K Sell
5,243
-3,367
-39% -$133K ﹤0.01% 2072
2023
Q3
$297K Buy
+8,610
New +$297K ﹤0.01% 1739