CFA
SCG
CT Financial Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $338K | Sell |
5,177
-298
| -5% | -$19.5K | 0.21% | 105 |
|
|
2016
Q4 | $401K | Sell |
5,475
-248
| -4% | -$18.2K | 0.25% | 91 |
|
|
2016
Q3 | $414K | Buy |
5,723
+6
| +0.1% | +$434 | 0.25% | 92 |
|
|
2016
Q2 | $433K | Buy |
5,717
+6
| +0.1% | +$454 | 0.27% | 93 |
|
|
2016
Q1 | $401K | Sell |
5,711
-52
| -0.9% | -$3.65K | 0.23% | 99 |
|
|
2015
Q4 | $349K | Buy |
5,763
+7
| +0.1% | +$423 | 0.2% | 104 |
|
|
2015
Q3 | $324K | Buy |
5,756
+9
| +0.2% | +$506 | 0.2% | 103 |
|
|
2015
Q2 | $291K | Sell |
5,747
-338
| -6% | -$17.1K | 0.17% | 112 |
|
|
2015
Q1 | $335K | Sell |
6,085
-733
| -11% | -$40.3K | 0.19% | 111 |
|
|
2014
Q4 | $412K | Buy |
+6,818
| New | +$412K | 0.31% | 78 |
|
|
2014
Q1 | $335K | Buy |
+6,085
| New | +$335K | 0.19% | 111 |
|