Integrated Wealth Management’s The L.S. Starrett Company SCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-3,036
| Closed | -$30K | – | 1068 |
|
2016
Q3 | $30K | Buy |
3,036
+1,840
| +154% | +$18.2K | 0.01% | 518 |
|
2016
Q2 | $14K | Hold |
1,196
| – | – | 0.01% | 685 |
|
2016
Q1 | $12K | Hold |
1,196
| – | – | 0.01% | 669 |
|
2015
Q4 | $12K | Hold |
1,196
| – | – | 0.01% | 734 |
|
2015
Q3 | $14K | Hold |
1,196
| – | – | 0.01% | 681 |
|
2015
Q2 | $18K | Buy |
1,196
+416
| +53% | +$6.26K | 0.01% | 645 |
|
2015
Q1 | $14K | Buy |
+780
| New | +$14K | 0.01% | 687 |
|