FWM
SCG
Focused Wealth Management’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,597
| Closed | -$76K | – | 749 |
|
|
2018
Q4 | $76K | Hold |
1,597
| – | – | 0.03% | 253 |
|
|
2018
Q3 | $62K | Buy |
+1,597
| New | +$62K | 0.02% | 274 |
|
|
2018
Q2 | – | Sell |
-1,597
| Closed | -$60K | – | 734 |
|
|
2018
Q1 | $60K | Hold |
1,597
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $64K | Hold |
1,597
| – | – | 0.02% | 275 |
|
|
2017
Q3 | $77K | Hold |
1,597
| – | – | 0.03% | 187 |
|
|
2017
Q2 | $107K | Sell |
1,597
-1,585
| -50% | -$106K | 0.04% | 214 |
|
|
2017
Q1 | $208K | Buy |
3,182
+12
| +0.4% | +$784 | 0.08% | 137 |
|
|
2016
Q4 | $232K | Buy |
3,170
+1,600
| +102% | +$117K | 0.1% | 130 |
|
|
2016
Q3 | $114K | Buy |
1,570
+24
| +2% | +$1.74K | 0.05% | 200 |
|
|
2016
Q2 | $117K | Buy |
1,546
+13
| +0.8% | +$984 | 0.05% | 194 |
|
|
2016
Q1 | $108K | Buy |
1,533
+14
| +0.9% | +$986 | 0.06% | 135 |
|
|
2015
Q4 | $92K | Buy |
1,519
+15
| +1% | +$908 | 0.05% | 156 |
|
|
2015
Q3 | $85K | Buy |
1,504
+16
| +1% | +$904 | 0.05% | 147 |
|
|
2015
Q2 | $75K | Buy |
1,488
+14
| +0.9% | +$706 | 0.05% | 162 |
|
|
2015
Q1 | $81K | Buy |
1,474
+13
| +0.9% | +$714 | 0.05% | 153 |
|
|
2014
Q4 | $88K | Buy |
1,461
+15
| +1% | +$903 | 0.06% | 141 |
|
|
2014
Q3 | $72K | Buy |
1,446
+14
| +1% | +$697 | 0.06% | 160 |
|
|
2014
Q2 | $77K | Buy |
1,432
+15
| +1% | +$807 | 0.06% | 152 |
|
|
2014
Q1 | $73K | Buy |
1,417
+15
| +1% | +$773 | 0.06% | 142 |
|
|
2013
Q4 | $66K | Buy |
1,402
+15
| +1% | +$706 | 0.06% | 152 |
|
|
2013
Q3 | $64K | Buy |
+1,387
| New | +$64K | 0.06% | 140 |
|