WAM
Wilson Asset Management’s Simply Good Foods SMPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-80,709
| Closed | -$3.07M | – | 31 |
|
2022
Q4 | $3.07M | Hold |
80,709
| – | – | 0.93% | 29 |
|
2022
Q3 | $2.58M | Hold |
80,709
| – | – | 0.87% | 28 |
|
2022
Q2 | $3.05M | Hold |
80,709
| – | – | 0.91% | 28 |
|
2022
Q1 | $3.06M | Buy |
+80,709
| New | +$3.06M | 0.76% | 27 |
|