Capital Analysts LLC’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-70
| Closed | -$3.79K | – | 380 |
|
|
2015
Q2 | $3.79K | Hold |
70
| – | – | ﹤0.01% | 364 |
|
|
2015
Q1 | $2.92K | Hold |
70
| – | – | ﹤0.01% | 368 |
|
|
2014
Q4 | $2.81K | Hold |
70
| – | – | ﹤0.01% | 381 |
|
|
2014
Q3 | $3.11K | Sell |
70
-4,100
| -98% | -$182K | ﹤0.01% | 376 |
|
|
2014
Q2 | $220K | Buy |
4,170
+1,100
| +36% | +$58.2K | 0.05% | 153 |
|
|
2014
Q1 | $198K | Hold |
3,070
| – | – | 0.05% | 144 |
|
|
2013
Q4 | $201K | Buy |
3,070
+815
| +36% | +$53.5K | 0.05% | 130 |
|
|
2013
Q3 | $130K | Sell |
2,255
-1,735
| -43% | -$100K | 0.04% | 158 |
|
|
2013
Q2 | $222K | Buy |
+3,990
| New | +$222K | 0.07% | 133 |
|