Cary Street Partners Investment Advisory’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$15K | – | 1609 |
|
|
2023
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q2 | $19.1K | Hold |
200
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q1 | $20.6K | Hold |
200
| – | – | ﹤0.01% | 962 |
|
|
2022
Q4 | $21.3K | Buy |
+200
| New | +$21.3K | ﹤0.01% | 959 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$22K | – | 771 |
|
|
2020
Q3 | $22K | Buy |
+200
| New | +$22K | ﹤0.01% | 637 |
|