DWM
Doyle Wealth Management’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $337K | Hold |
3,600
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $365K | Hold |
3,600
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $356K | Hold |
3,600
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $447K | Hold |
3,600
| – | – | 0.03% | 153 |
|
|
2021
Q3 | $407K | Hold |
3,600
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $433K | Hold |
3,600
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $458K | Hold |
3,600
| – | – | 0.04% | 144 |
|
|
2020
Q4 | $430K | Buy |
+3,600
| New | +$430K | 0.04% | 142 |
|