Yorktown Management & Research Company’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-9,800
| Closed | -$354K | – | 222 |
|
2024
Q2 | $354K | Hold |
9,800
| – | – | 0.38% | 117 |
|
2024
Q1 | $333K | Hold |
9,800
| – | – | 0.32% | 146 |
|
2023
Q4 | $388K | Hold |
9,800
| – | – | 0.41% | 106 |
|
2023
Q3 | $338K | Hold |
9,800
| – | – | 0.38% | 114 |
|
2023
Q2 | $359K | Buy |
9,800
+2,800
| +40% | +$102K | 0.39% | 120 |
|
2023
Q1 | $278K | Buy |
+7,000
| New | +$278K | 0.3% | 148 |
|