Independent Advisor Alliance’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,111
| Closed | -$435K | – | 474 |
|
|
2018
Q4 | $435K | Buy |
9,111
+1,295
| +17% | +$61.8K | 0.08% | 228 |
|
|
2018
Q3 | $292K | Sell |
7,816
-1,550
| -17% | -$57.9K | 0.05% | 256 |
|
|
2018
Q2 | $359K | Buy |
9,366
+1,713
| +22% | +$65.7K | 0.07% | 213 |
|
|
2018
Q1 | $291K | Sell |
7,653
-923
| -11% | -$35.1K | 0.06% | 252 |
|
|
2017
Q4 | $390K | Buy |
8,576
+1,344
| +19% | +$61.1K | 0.09% | 212 |
|
|
2017
Q3 | $353K | Sell |
7,232
-1,617
| -18% | -$78.9K | 0.1% | 185 |
|
|
2017
Q2 | $564K | Buy |
8,849
+954
| +12% | +$60.8K | 0.18% | 133 |
|
|
2017
Q1 | $527K | Buy |
7,895
+520
| +7% | +$34.7K | 0.08% | 227 |
|
|
2016
Q4 | $523K | Buy |
+7,375
| New | +$523K | 0.22% | 109 |
|