Arete Wealth Advisors’s Steelcase SCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,176
| Closed | -$203K | – | 784 |
|
|
2024
Q3 | $203K | Sell |
15,176
-135
| -0.9% | -$1.81K | 0.02% | 652 |
|
|
2024
Q2 | $198K | Sell |
15,311
-311
| -2% | -$4.02K | 0.02% | 665 |
|
|
2024
Q1 | $204K | Buy |
15,622
+162
| +1% | +$2.12K | 0.02% | 374 |
|
|
2023
Q4 | $209K | Hold |
15,460
| – | – | 0.02% | 666 |
|
|
2023
Q3 | $173K | Buy |
+15,460
| New | +$173K | 0.03% | 445 |
|