J.P. Morgan Private Wealth Advisors’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,645
| Closed | -$251K | – | 1135 |
|
|
2014
Q3 | $251K | Sell |
5,645
-10,420
| -65% | -$463K | ﹤0.01% | 901 |
|
|
2014
Q2 | $849K | Sell |
16,065
-8,925
| -36% | -$472K | 0.01% | 442 |
|
|
2014
Q1 | $1.61M | Buy |
24,990
+2,870
| +13% | +$185K | 0.03% | 318 |
|
|
2013
Q4 | $1.45M | Buy |
22,120
+484
| +2% | +$31.8K | 0.03% | 294 |
|
|
2013
Q3 | $1.25M | Sell |
21,636
-4,174
| -16% | -$241K | 0.03% | 300 |
|
|
2013
Q2 | $1.44M | Buy |
+25,810
| New | +$1.44M | 0.04% | 277 |
|