Boston Family Office’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,906
| Closed | -$662K | – | 265 |
|
|
2014
Q3 | $662K | Hold |
14,906
| – | – | 0.09% | 178 |
|
|
2014
Q2 | $788K | Sell |
14,906
-110
| -0.7% | -$5.82K | 0.1% | 167 |
|
|
2014
Q1 | $969K | Hold |
15,016
| – | – | 0.13% | 151 |
|
|
2013
Q4 | $986K | Buy |
15,016
+1,486
| +11% | +$97.6K | 0.13% | 147 |
|
|
2013
Q3 | $781K | Hold |
13,530
| – | – | 0.11% | 160 |
|
|
2013
Q2 | $752K | Buy |
+13,530
| New | +$752K | 0.11% | 156 |
|