Glassman Wealth Services’s SunCoke Energy SXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-11,513
Closed -$90K 437
2015
Q3
$90K Sell
11,513
-4,721
-29% -$36.9K 0.08% 110
2015
Q2
$211K Buy
16,234
+2,432
+18% +$31.6K 0.17% 66
2015
Q1
$206K Hold
13,802
0.17% 63
2014
Q4
$267K Buy
+13,802
New +$267K 0.19% 52