Creative Planning’s Scana SCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,731
| Closed | -$847K | – | 1954 |
|
|
2018
Q4 | $847K | Sell |
17,731
-1,124
| -6% | -$53.7K | ﹤0.01% | 727 |
|
|
2018
Q3 | $733K | Buy |
18,855
+2,331
| +14% | +$90.6K | ﹤0.01% | 886 |
|
|
2018
Q2 | $637K | Sell |
16,524
-3,030
| -15% | -$117K | ﹤0.01% | 946 |
|
|
2018
Q1 | $734K | Sell |
19,554
-4,165
| -18% | -$156K | ﹤0.01% | 885 |
|
|
2017
Q4 | $944K | Buy |
23,719
+10,513
| +80% | +$418K | ﹤0.01% | 759 |
|
|
2017
Q3 | $640K | Buy |
13,206
+3,271
| +33% | +$159K | ﹤0.01% | 921 |
|
|
2017
Q2 | $666K | Buy |
9,935
+667
| +7% | +$44.7K | ﹤0.01% | 869 |
|
|
2017
Q1 | $606K | Sell |
9,268
-96
| -1% | -$6.28K | ﹤0.01% | 889 |
|
|
2016
Q4 | $686K | Buy |
9,364
+1,335
| +17% | +$97.8K | ﹤0.01% | 783 |
|
|
2016
Q3 | $581K | Sell |
8,029
-551
| -6% | -$39.9K | ﹤0.01% | 812 |
|
|
2016
Q2 | $649K | Sell |
8,580
-51
| -0.6% | -$3.86K | ﹤0.01% | 669 |
|
|
2016
Q1 | $605K | Buy |
8,631
+127
| +1% | +$8.9K | ﹤0.01% | 679 |
|
|
2015
Q4 | $514K | Sell |
8,504
-296
| -3% | -$17.9K | ﹤0.01% | 739 |
|
|
2015
Q3 | $495K | Buy |
+8,800
| New | +$495K | ﹤0.01% | 747 |
|
|
2015
Q2 | – | Sell |
-10,403
| Closed | -$572K | – | 3428 |
|
|
2015
Q1 | $572K | Buy |
10,403
+1,063
| +11% | +$58.4K | 0.01% | 682 |
|
|
2014
Q4 | $564K | Buy |
9,340
+108
| +1% | +$6.52K | 0.01% | 649 |
|
|
2014
Q3 | $458K | Buy |
9,232
+457
| +5% | +$22.7K | 0.01% | 691 |
|
|
2014
Q2 | $472K | Buy |
8,775
+413
| +5% | +$22.2K | 0.01% | 665 |
|
|
2014
Q1 | $429K | Buy |
8,362
+2,250
| +37% | +$115K | 0.01% | 693 |
|
|
2013
Q4 | $287K | Buy |
6,112
+1,891
| +45% | +$88.8K | ﹤0.01% | 699 |
|
|
2013
Q3 | $194K | Sell |
4,221
-695
| -14% | -$31.9K | ﹤0.01% | 784 |
|
|
2013
Q2 | $241K | Buy |
+4,916
| New | +$241K | 0.01% | 618 |
|