Advisornet Financial’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6
| Closed | -$567 | – | 2435 |
|
2023
Q4 | $567 | Buy |
6
+4
| +200% | +$378 | ﹤0.01% | 2065 |
|
2023
Q3 | $150 | Sell |
2
-4
| -67% | -$300 | ﹤0.01% | 2177 |
|
2023
Q2 | $573 | Buy |
6
+3
| +100% | +$287 | ﹤0.01% | 2027 |
|
2023
Q1 | $309 | Sell |
3
-3
| -50% | -$309 | ﹤0.01% | 2176 |
|
2022
Q4 | $639 | Buy |
+6
| New | +$639 | ﹤0.01% | 1977 |
|
2020
Q3 | – | Sell |
-665
| Closed | -$65K | – | 1837 |
|
2020
Q2 | $65K | Buy |
665
+158
| +31% | +$15.4K | 0.01% | 781 |
|
2020
Q1 | $45K | Buy |
+507
| New | +$45K | ﹤0.01% | 821 |
|