LWAM
Legacy Wealth Asset Management’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,084
| Closed | -$259K | – | 354 |
|
|
2024
Q2 | $259K | Buy |
3,084
+23
| +0.8% | +$1.93K | 0.07% | 311 |
|
|
2024
Q1 | $276K | Buy |
3,061
+10
| +0.3% | +$900 | 0.08% | 310 |
|
|
2023
Q4 | $288K | Sell |
3,051
-1,055
| -26% | -$99.8K | 0.09% | 295 |
|
|
2023
Q3 | $308K | Sell |
4,106
-25
| -0.6% | -$1.87K | 0.11% | 276 |
|
|
2023
Q2 | $395K | Sell |
4,131
-45
| -1% | -$4.3K | 0.14% | 256 |
|
|
2023
Q1 | $430K | Sell |
4,176
-110
| -3% | -$11.3K | 0.16% | 235 |
|
|
2022
Q4 | $456K | Buy |
4,286
+37
| +0.9% | +$3.94K | 0.17% | 205 |
|
|
2022
Q3 | $398K | Sell |
4,249
-87
| -2% | -$8.15K | 0.17% | 209 |
|
|
2022
Q2 | $439K | Buy |
4,336
+142
| +3% | +$14.4K | 0.18% | 186 |
|
|
2022
Q1 | $414K | Buy |
4,194
+161
| +4% | +$15.9K | 0.15% | 213 |
|
|
2021
Q4 | $501K | Buy |
4,033
+194
| +5% | +$24.1K | 0.17% | 199 |
|
|
2021
Q3 | $434K | Sell |
3,839
-521
| -12% | -$58.9K | 0.2% | 192 |
|
|
2021
Q2 | $524K | Sell |
4,360
-126
| -3% | -$15.1K | 0.23% | 165 |
|
|
2021
Q1 | $570K | Buy |
4,486
+99
| +2% | +$12.6K | 0.26% | 152 |
|
|
2020
Q4 | $523K | Buy |
+4,387
| New | +$523K | 0.26% | 158 |
|