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WealthPLAN Partners’s Simpson Manufacturing SSD Stock Holding History

WealthPLAN Partners’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27
Closed -$3.74K – 1056
2023
Q2 		$3.74K Buy
+27
New +$3.32K ﹤0.01% 961

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WealthPLAN Partners's SSD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Simpson Manufacturing (SSD) in Q3 2023, closing a stake of 27 shares — an estimated $3.74K sold.

WealthPLAN Partners first reported a position in SSD in Q2 2023 and held it in 1 quarter. The position peaked at $3.74K in Q2 2023. 361 funds tracked by Wall St. Rank hold SSD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Simpson Manufacturing position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 27 Simpson Manufacturing shares in Q3 2023, an estimated $3.74K.
  • WealthPLAN Partners first reported a position in Simpson Manufacturing in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Simpson Manufacturing position peaked at $3.74K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.