Klingman & Associates’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,453
| Closed | -$65K | – | 278 |
|
|
2016
Q3 | $65K | Buy |
2,453
+750
| +44% | +$19.9K | 0.02% | 165 |
|
|
2016
Q2 | $46K | Hold |
1,703
| – | – | 0.01% | 196 |
|
|
2016
Q1 | $42K | Hold |
1,703
| – | – | 0.02% | 201 |
|
|
2015
Q4 | $44K | Hold |
1,703
| – | – | 0.02% | 212 |
|
|
2015
Q3 | $46K | Hold |
1,703
| – | – | 0.02% | 210 |
|
|
2015
Q2 | $50K | Hold |
1,703
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $44K | Hold |
1,703
| – | – | 0.02% | 177 |
|
|
2014
Q4 | $38K | Buy |
+1,703
| New | +$38K | 0.02% | 192 |
|