Hollow Brook Wealth Management’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 |
-2,945
| Closed | -$278K | – | 88 |
|
|
2023
Q4 | $278K | Hold |
2,945
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $221K | Hold |
2,945
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $281K | Hold |
2,945
| – | – | 0.12% | 73 |
|
|
2023
Q1 | $303K | Hold |
2,945
| – | – | 0.14% | 67 |
|
|
2022
Q4 | $314K | Hold |
2,945
| – | – | 0.15% | 67 |
|
|
2022
Q3 | $276K | Buy |
+2,945
| New | +$276K | 0.16% | 63 |
|
|
2022
Q2 | – | Sell |
-2,065
| Closed | -$204K | – | 76 |
|
|
2022
Q1 | $204K | Hold |
2,065
| – | – | 0.09% | 73 |
|
|
2021
Q4 | $257K | Buy |
+2,065
| New | +$257K | 0.13% | 66 |
|