HBWM
Hollow Brook Wealth Management’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-361,507
| Closed | -$5.4M | – | 56 |
|
|
2015
Q1 | $5.4M | Buy |
361,507
+64,446
| +22% | +$963K | 1.79% | 21 |
|
|
2014
Q4 | $5.75M | Sell |
297,061
-14,148
| -5% | -$274K | 1.86% | 19 |
|
|
2014
Q3 | $6.99M | Buy |
+311,209
| New | +$6.99M | 2.29% | 19 |
|