Disciplined Investments’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$382 | – | 1289 |
|
|
2023
Q2 | $382 | Sell |
4
-1
| -20% | -$96 | ﹤0.01% | 1328 |
|
|
2023
Q1 | $515 | Hold |
5
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q4 | $532 | Sell |
5
-1
| -17% | -$106 | ﹤0.01% | 1176 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q2 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 1091 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1588 |
|