Glassman Wealth Services’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-178
| Closed | -$9K | – | 1295 |
|
|
2018
Q4 | $9K | Sell |
178
-14
| -7% | -$708 | ﹤0.01% | 379 |
|
|
2018
Q3 | $7K | Hold |
192
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $7K | Buy |
192
+19
| +11% | +$693 | ﹤0.01% | 413 |
|
|
2018
Q1 | $6K | Sell |
173
-89
| -34% | -$3.09K | ﹤0.01% | 414 |
|
|
2017
Q4 | $10K | Sell |
262
-45
| -15% | -$1.72K | 0.01% | 333 |
|
|
2017
Q3 | $15K | Hold |
307
| – | – | 0.01% | 262 |
|
|
2017
Q2 | $21K | Sell |
307
-6
| -2% | -$410 | 0.01% | 234 |
|
|
2017
Q1 | $20K | Hold |
313
| – | – | 0.01% | 260 |
|
|
2016
Q4 | $23K | Hold |
313
| – | – | 0.02% | 255 |
|
|
2016
Q3 | $23K | Sell |
313
-48
| -13% | -$3.53K | 0.02% | 219 |
|
|
2016
Q2 | $27K | Hold |
361
| – | – | 0.02% | 188 |
|
|
2016
Q1 | $25K | Hold |
361
| – | – | 0.02% | 193 |
|
|
2015
Q4 | $22K | Hold |
361
| – | – | 0.02% | 217 |
|
|
2015
Q3 | $20K | Hold |
361
| – | – | 0.02% | 221 |
|
|
2015
Q2 | $18K | Hold |
361
| – | – | 0.01% | 238 |
|
|
2015
Q1 | $20K | Hold |
361
| – | – | 0.02% | 225 |
|
|
2014
Q4 | $22K | Buy |
+361
| New | +$22K | 0.02% | 232 |
|