Huber Financial Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $909K | Hold |
10,278
| – | – | 0.34% | 40 |
|
|
2019
Q4 | $1.05M | Hold |
10,278
| – | – | 0.37% | 37 |
|
|
2019
Q3 | $998K | Hold |
10,278
| – | – | 0.39% | 37 |
|
|
2019
Q2 | $945K | Hold |
10,278
| – | – | 0.41% | 33 |
|
|
2019
Q1 | $900K | Hold |
10,278
| – | – | 0.44% | 36 |
|
|
2018
Q4 | $761K | Sell |
10,278
-117
| -1% | -$8.66K | 0.42% | 36 |
|
|
2018
Q3 | $904K | Hold |
10,395
| – | – | 0.69% | 30 |
|
|
2018
Q2 | $810K | Hold |
10,395
| – | – | 0.74% | 26 |
|
|
2018
Q1 | $865K | Hold |
10,395
| – | – | 0.85% | 23 |
|
|
2017
Q4 | $821K | Buy |
+10,395
| New | +$821K | 0.9% | 21 |
|