Integrated Wealth Management’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,660
| Closed | -$120K | – | 1182 |
|
|
2016
Q3 | $120K | Hold |
1,660
| – | – | 0.04% | 294 |
|
|
2016
Q2 | $126K | Hold |
1,660
| – | – | 0.05% | 285 |
|
|
2016
Q1 | $116K | Hold |
1,660
| – | – | 0.05% | 262 |
|
|
2015
Q4 | $100K | Hold |
1,660
| – | – | 0.04% | 282 |
|
|
2015
Q3 | $93K | Hold |
1,660
| – | – | 0.04% | 282 |
|
|
2015
Q2 | $84K | Buy |
1,660
+11
| +0.7% | +$557 | 0.03% | 300 |
|
|
2015
Q1 | $90K | Buy |
+1,649
| New | +$90K | 0.04% | 283 |
|