Abound Wealth Management’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$232 | – | 1327 |
|
|
2024
Q3 | $232 | Sell |
3
-1
| -25% | -$77 | ﹤0.01% | 1079 |
|
|
2024
Q2 | $336 | Hold |
4
| – | – | ﹤0.01% | 942 |
|
|
2024
Q1 | $361 | Hold |
4
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q4 | $379 | Sell |
4
-1
| -20% | -$95 | ﹤0.01% | 1049 |
|
|
2023
Q3 | $375 | Hold |
5
| – | – | ﹤0.01% | 916 |
|
|
2023
Q2 | $478 | Buy |
+5
| New | +$478 | ﹤0.01% | 859 |
|