Merit Financial Group
SCM icon

Merit Financial Group’s Stellus Capital Investment Corp SCM Stock Holding History

Merit Financial Group’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$133K – 713
2022
Q4 		$133K Hold
10,000
– – ﹤0.01% 645
2022
Q3 		$119K Hold
10,000
– – 0.01% 533
2022
Q2 		$111K Buy
+10,000
New +$129K ﹤0.01% 541

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Merit Financial Group's SCM Position: Q1 2023 in Review

Merit Financial Group sold out of Stellus Capital Investment Corp (SCM) in Q1 2023, closing a stake of 10,000 shares — an estimated $133K sold.

Merit Financial Group first reported a position in SCM in Q2 2022 and held it in 3 quarters. The position peaked at $133K in Q4 2022. 57 funds tracked by Wall St. Rank hold SCM as of Q1 2023.

  • Merit Financial Group reported no remaining Stellus Capital Investment Corp position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 10,000 Stellus Capital Investment Corp shares in Q1 2023, an estimated $133K.
  • Merit Financial Group first reported a position in Stellus Capital Investment Corp in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's Stellus Capital Investment Corp position peaked at $133K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.