First Personal Financial Services’s Scana SCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-400
| Closed | -$19K | – | 718 |
|
|
2018
Q4 | $19K | Hold |
400
| – | – | 0.01% | 383 |
|
|
2018
Q3 | $16K | Hold |
400
| – | – | 0.01% | 439 |
|
|
2018
Q2 | $15K | Sell |
400
-322
| -45% | -$12.1K | 0.01% | 447 |
|
|
2018
Q1 | $27K | Buy |
722
+5
| +0.7% | +$187 | 0.01% | 574 |
|
|
2017
Q4 | $29K | Buy |
717
+4
| +0.6% | +$162 | 0.01% | 581 |
|
|
2017
Q3 | $35K | Buy |
713
+2
| +0.3% | +$98 | 0.01% | 492 |
|
|
2017
Q2 | $48K | Hold |
711
| – | – | 0.01% | 432 |
|
|
2017
Q1 | $46K | Buy |
711
+3
| +0.4% | +$194 | 0.01% | 412 |
|
|
2016
Q4 | $52K | Buy |
708
+2
| +0.3% | +$147 | 0.01% | 366 |
|
|
2016
Q3 | $51K | Buy |
706
+3
| +0.4% | +$217 | 0.01% | 271 |
|
|
2016
Q2 | $53K | Sell |
703
-580
| -45% | -$43.7K | 0.02% | 255 |
|
|
2016
Q1 | $90K | Sell |
1,283
-105
| -8% | -$7.37K | 0.04% | 149 |
|
|
2015
Q4 | $84K | Hold |
1,388
| – | – | 0.05% | 152 |
|
|
2015
Q3 | $79K | Hold |
1,388
| – | – | 0.05% | 145 |
|
|
2015
Q2 | $71K | Buy |
1,388
+445
| +47% | +$22.8K | 0.04% | 149 |
|
|
2015
Q1 | $52K | Buy |
943
+438
| +87% | +$24.2K | 0.03% | 167 |
|
|
2014
Q4 | $30K | Buy |
+505
| New | +$30K | 0.02% | 185 |
|