IWM
Iams Wealth Management’s Service Corp International SCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
10,608
-336
| -3% | -$27.4K | 0.4% | 76 |
|
|
2025
Q1 | $878K | Buy |
10,944
+1,298
| +13% | +$104K | 0.4% | 75 |
|
|
2024
Q4 | $770K | Buy |
9,646
+1,423
| +17% | +$114K | 0.35% | 80 |
|
|
2024
Q3 | $649K | Buy |
8,223
+1,543
| +23% | +$122K | 0.32% | 86 |
|
|
2024
Q2 | $475K | Buy |
6,680
+1,242
| +23% | +$88.3K | 0.26% | 97 |
|
|
2024
Q1 | $394K | Sell |
5,438
-124
| -2% | -$8.98K | 0.24% | 88 |
|
|
2023
Q4 | $381K | Buy |
+5,562
| New | +$381K | 0.25% | 91 |
|