Evergreen Capital Management’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,775
| Closed | -$387K | – | 470 |
|
|
2019
Q4 | $387K | Hold |
3,775
| – | – | 0.03% | 295 |
|
|
2019
Q3 | $366K | Hold |
3,775
| – | – | 0.03% | 271 |
|
|
2019
Q2 | $347K | Buy |
3,775
+64
| +2% | +$5.88K | 0.03% | 287 |
|
|
2019
Q1 | $325K | Buy |
3,711
+29
| +0.8% | +$2.54K | 0.03% | 271 |
|
|
2018
Q4 | $272K | Buy |
3,682
+15
| +0.4% | +$1.11K | 0.03% | 287 |
|
|
2018
Q3 | $319K | Hold |
3,667
| – | – | 0.03% | 279 |
|
|
2018
Q2 | $286K | Sell |
3,667
-146
| -4% | -$11.4K | 0.03% | 286 |
|
|
2018
Q1 | $317K | Buy |
+3,813
| New | +$317K | 0.03% | 253 |
|