BerganKDV Wealth Management’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53
| Closed | -$3.67K | – | 1051 |
|
|
2023
Q1 | $3.67K | Sell |
53
-3
| -5% | -$208 | ﹤0.01% | 739 |
|
|
2022
Q4 | $3.9K | Sell |
56
-16
| -22% | -$1.11K | ﹤0.01% | 706 |
|
|
2022
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $5K | Sell |
72
-1
| -1% | -$69 | ﹤0.01% | 714 |
|
|
2022
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $5K | Buy |
73
+1
| +1% | +$68 | ﹤0.01% | 785 |
|
|
2021
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 740 |
|
|
2021
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 704 |
|
|
2020
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 714 |
|
|
2020
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 689 |
|
|
2019
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 721 |
|