KCM Investment Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,652
| Closed | -$344K | – | 541 |
|
|
2017
Q4 | $344K | Sell |
8,652
-3,672
| -30% | -$146K | 0.02% | 414 |
|
|
2017
Q3 | $598K | Hold |
12,324
| – | – | 0.04% | 322 |
|
|
2017
Q2 | $826K | Hold |
12,324
| – | – | 0.05% | 273 |
|
|
2017
Q1 | $805K | Sell |
12,324
-250
| -2% | -$16.3K | 0.05% | 283 |
|
|
2016
Q4 | $921K | Hold |
12,574
| – | – | 0.06% | 256 |
|
|
2016
Q3 | $910K | Hold |
12,574
| – | – | 0.06% | 259 |
|
|
2016
Q2 | $951K | Hold |
12,574
| – | – | 0.07% | 251 |
|
|
2016
Q1 | $882K | Sell |
12,574
-325
| -3% | -$22.8K | 0.06% | 256 |
|
|
2015
Q4 | $780K | Buy |
12,899
+225
| +2% | +$13.6K | 0.06% | 270 |
|
|
2015
Q3 | $713K | Sell |
12,674
-533
| -4% | -$30K | 0.06% | 286 |
|
|
2015
Q2 | $669K | Hold |
13,207
| – | – | 0.05% | 304 |
|
|
2015
Q1 | $726K | Sell |
13,207
-1,000
| -7% | -$55K | 0.06% | 290 |
|
|
2014
Q4 | $858K | Sell |
14,207
-250
| -2% | -$15.1K | 0.07% | 258 |
|
|
2014
Q3 | $717K | Hold |
14,457
| – | – | 0.07% | 266 |
|
|
2014
Q2 | $778K | Hold |
14,457
| – | – | 0.07% | 256 |
|
|
2014
Q1 | $742K | Sell |
14,457
-350
| -2% | -$18K | 0.08% | 254 |
|
|
2013
Q4 | $695K | Buy |
14,807
+2,733
| +23% | +$128K | 0.08% | 250 |
|
|
2013
Q3 | $556K | Buy |
12,074
+985
| +9% | +$45.4K | 0.07% | 267 |
|
|
2013
Q2 | $544K | Buy |
+11,089
| New | +$544K | 0.07% | 266 |
|