Financial Architects (New Jersey)’s Scana SCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-53
| Closed | -$2K | – | 1451 |
|
|
2018
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1229 |
|
|
2017
Q3 | – | Sell |
-43
| Closed | -$3K | – | 1517 |
|
|
2017
Q2 | $3K | Sell |
43
-165
| -79% | -$11.5K | ﹤0.01% | 1292 |
|
|
2017
Q1 | $14K | Sell |
208
-2,573
| -93% | -$173K | ﹤0.01% | 959 |
|
|
2016
Q4 | $204K | Sell |
2,781
-69
| -2% | -$5.06K | 0.05% | 252 |
|
|
2016
Q3 | $207K | Hold |
2,850
| – | – | 0.06% | 252 |
|
|
2016
Q2 | $215K | Buy |
2,850
+2,321
| +439% | +$175K | 0.06% | 235 |
|
|
2016
Q1 | $37K | Buy |
+529
| New | +$37K | 0.01% | 444 |
|
|
2015
Q3 | – | Sell |
-942
| Closed | -$48K | – | 1056 |
|
|
2015
Q2 | $48K | Buy |
942
+4
| +0.4% | +$204 | 0.02% | 438 |
|
|
2015
Q1 | $52K | Buy |
938
+442
| +89% | +$24.5K | 0.02% | 397 |
|
|
2014
Q4 | $30K | Hold |
496
| – | – | 0.01% | 440 |
|
|
2014
Q3 | $25K | Hold |
496
| – | – | 0.01% | 437 |
|
|
2014
Q2 | $27K | Buy |
+496
| New | +$27K | 0.01% | 434 |
|
|
2013
Q4 | – | Sell |
-496
| Closed | -$22K | – | 637 |
|
|
2013
Q3 | $22K | Hold |
496
| – | – | 0.01% | 375 |
|
|
2013
Q2 | $24K | Buy |
+496
| New | +$24K | 0.02% | 328 |
|