Creative Planning’s Stellus Capital Investment Corp SCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,250
| Closed | -$17K | – | 3286 |
|
|
2017
Q2 | $17K | Buy |
1,250
+1,000
| +400% | +$13.6K | ﹤0.01% | 3246 |
|
|
2017
Q1 | $4K | Sell |
250
-500
| -67% | -$8K | ﹤0.01% | 4004 |
|
|
2016
Q4 | $9K | Sell |
750
-2,250
| -75% | -$27K | ﹤0.01% | 3560 |
|
|
2016
Q3 | $33K | Buy |
+3,000
| New | +$33K | ﹤0.01% | 2651 |
|