IHT Wealth Management’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,830
| Closed | -$219K | – | 1187 |
|
|
2024
Q3 | $219K | Hold |
2,830
| – | – | 0.01% | 1058 |
|
|
2024
Q2 | $238K | Hold |
2,830
| – | – | 0.01% | 881 |
|
|
2024
Q1 | $255K | Hold |
2,830
| – | – | 0.01% | 854 |
|
|
2023
Q4 | $268K | Hold |
2,830
| – | – | 0.01% | 810 |
|
|
2023
Q3 | $212K | Hold |
2,830
| – | – | 0.01% | 861 |
|
|
2023
Q2 | $270K | Sell |
2,830
-116
| -4% | -$11.1K | 0.01% | 762 |
|
|
2023
Q1 | $304K | Sell |
2,946
-101
| -3% | -$10.4K | 0.02% | 701 |
|
|
2022
Q4 | $324K | Buy |
+3,047
| New | +$324K | 0.02% | 625 |
|