J.P. Morgan Private Wealth Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,917
| Closed | -$448K | – | 1547 |
|
|
2018
Q1 | $448K | Buy |
11,917
+1,832
| +18% | +$68.9K | ﹤0.01% | 903 |
|
|
2017
Q4 | $401K | Buy |
+10,085
| New | +$401K | ﹤0.01% | 951 |
|
|
2016
Q4 | – | Sell |
-3,049
| Closed | -$221K | – | 1326 |
|
|
2016
Q3 | $221K | Buy |
3,049
+134
| +5% | +$9.71K | ﹤0.01% | 1109 |
|
|
2016
Q2 | $221K | Buy |
+2,915
| New | +$221K | ﹤0.01% | 1114 |
|