Edgestream Partners’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,974
| Closed | -$2.01M | – | 1049 |
|
|
2024
Q2 | $2.01M | Buy |
+23,974
| New | +$2.01M | 0.1% | 331 |
|
|
2023
Q4 | – | Sell |
-10,666
| Closed | -$800K | – | 1040 |
|
|
2023
Q3 | $800K | Sell |
10,666
-23,934
| -69% | -$1.79M | 0.06% | 463 |
|
|
2023
Q2 | $3.31M | Buy |
+34,600
| New | +$3.31M | 0.3% | 63 |
|