Bowling Portfolio Management’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,849
| Closed | -$573K | – | 397 |
|
|
2017
Q3 | $573K | Buy |
+6,849
| New | +$573K | 0.09% | 281 |
|
|
2017
Q2 | – | Sell |
-10,754
| Closed | -$848K | – | 400 |
|
|
2017
Q1 | $848K | Buy |
10,754
+1,586
| +17% | +$125K | 0.14% | 168 |
|
|
2016
Q4 | $747K | Sell |
9,168
-523
| -5% | -$42.6K | 0.11% | 155 |
|
|
2016
Q3 | $704K | Buy |
+9,691
| New | +$704K | 0.1% | 148 |
|