Wealth Enhancement Advisory Services
SMPL icon

Wealth Enhancement Advisory Services’s Simply Good Foods SMPL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$754K Buy
59,019
+42,590
+259% +$526K ﹤0.01% 2308
2026
Q1 		$233K Buy
+16,429
New +$283K ﹤0.01% 3013
2025
Q4 		– Sell
-6,717
Closed -$163K – 3785
2025
Q3 		$163K Buy
+6,717
New +$198K ﹤0.01% 3211
2025
Q1 		– Sell
-5,273
Closed -$206K – 3149
2024
Q4 		$206K Buy
+5,273
New +$193K ﹤0.01% 2677
2024
Q1 		– Sell
-5,243
Closed -$208K – 2563
2023
Q4 		$208K Sell
5,243
-3,367
-39% -$126K ﹤0.01% 2076
2023
Q3 		$297K Buy
+8,610
New +$310K ﹤0.01% 1745

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DC
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VCM
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SIC
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