Glassman Wealth Services’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$2.65K | – | 1520 |
|
|
2023
Q4 | $2.65K | Buy |
28
+12
| +75% | +$1.13K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $1.2K | Buy |
+16
| New | +$1.2K | ﹤0.01% | 1499 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 2024 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1937 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1956 |
|