CreativeOne Wealth’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,819
| Closed | -$218K | – | 667 |
|
|
2023
Q3 | $218K | Sell |
3,819
-1,321
| -26% | -$75.4K | 0.02% | 512 |
|
|
2023
Q2 | $332K | Sell |
5,140
-309
| -6% | -$20K | 0.02% | 614 |
|
|
2023
Q1 | $375K | Buy |
5,449
+227
| +4% | +$15.6K | 0.02% | 551 |
|
|
2022
Q4 | $361K | Buy |
5,222
+529
| +11% | +$36.6K | 0.02% | 524 |
|
|
2022
Q3 | $271K | Buy |
+4,693
| New | +$271K | 0.02% | 573 |
|