AWM
SCG
Altavista Wealth Management’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,805
| Closed | -$206K | – | 133 |
|
|
2016
Q4 | $206K | Sell |
2,805
-420
| -13% | -$30.8K | 0.11% | 123 |
|
|
2016
Q3 | $233K | Sell |
3,225
-175
| -5% | -$12.6K | 0.13% | 118 |
|
|
2016
Q2 | $257K | Buy |
3,400
+150
| +5% | +$11.3K | 0.14% | 112 |
|
|
2016
Q1 | $228K | Sell |
3,250
-140
| -4% | -$9.82K | 0.13% | 112 |
|
|
2015
Q4 | $205K | Buy |
+3,390
| New | +$205K | 0.12% | 120 |
|
|
2015
Q1 | – | Sell |
-3,810
| Closed | -$232K | – | 114 |
|
|
2014
Q4 | $232K | Buy |
+3,810
| New | +$232K | 0.14% | 105 |
|
|
2014
Q3 | – | Sell |
-3,910
| Closed | -$210K | – | 118 |
|
|
2014
Q2 | $210K | Buy |
+3,910
| New | +$210K | 0.13% | 115 |
|
|
2013
Q4 | – | Sell |
-5,308
| Closed | -$244K | – | 122 |
|
|
2013
Q3 | $244K | Sell |
5,308
-1,431
| -21% | -$65.8K | 0.16% | 108 |
|
|
2013
Q2 | $331K | Buy |
+6,739
| New | +$331K | 0.22% | 87 |
|