BWM
SCG
Baystate Wealth Management’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,068
| Closed | -$46K | – | 743 |
|
|
2017
Q4 | $46K | Hold |
1,068
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $52K | Hold |
1,068
| – | – | 0.01% | 184 |
|
|
2017
Q2 | $68K | Hold |
1,068
| – | – | 0.01% | 152 |
|
|
2017
Q1 | $71K | Buy |
1,068
+10
| +0.9% | +$665 | 0.01% | 149 |
|
|
2016
Q4 | $78K | Buy |
+1,058
| New | +$78K | 0.02% | 122 |
|