CWA
Cypress Wealth Advisors’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,655
| Closed | -$288K | – | 158 |
|
|
2017
Q1 | $288K | Sell |
3,655
-58
| -2% | -$4.57K | 0.13% | 155 |
|
|
2016
Q4 | $303K | Hold |
3,713
| – | – | 0.14% | 136 |
|
|
2016
Q3 | $270K | Buy |
3,713
+58
| +2% | +$4.22K | 0.12% | 147 |
|
|
2016
Q2 | $218K | Hold |
3,655
| – | – | 0.11% | 162 |
|
|
2016
Q1 | $202K | Buy |
+3,655
| New | +$202K | 0.09% | 184 |
|