MAWCM
Mine & Arao Wealth Creation & Management’s Stepan Co SCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-251
| Closed | -$18.8K | – | 327 |
|
2023
Q3 | $18.8K | Hold |
251
| – | – | 0.01% | 182 |
|
2023
Q2 | $24K | Hold |
251
| – | – | 0.01% | 177 |
|
2023
Q1 | $25.8K | Hold |
251
| – | – | 0.02% | 176 |
|
2022
Q4 | $26.7K | Hold |
251
| – | – | 0.02% | 169 |
|
2022
Q3 | $23K | Hold |
251
| – | – | 0.02% | 174 |
|
2022
Q2 | $25K | Buy |
251
+1
| +0.4% | +$100 | 0.02% | 181 |
|
2022
Q1 | $25K | Hold |
250
| – | – | 0.01% | 188 |
|
2021
Q4 | $31K | Hold |
250
| – | – | 0.02% | 182 |
|
2021
Q3 | $28K | Hold |
250
| – | – | 0.02% | 185 |
|
2021
Q2 | $30K | Hold |
250
| – | – | 0.02% | 173 |
|
2021
Q1 | $32K | Hold |
250
| – | – | 0.02% | 158 |
|
2020
Q4 | $30K | Hold |
250
| – | – | 0.02% | 154 |
|
2020
Q3 | $27K | Hold |
250
| – | – | 0.02% | 150 |
|
2020
Q2 | $24K | Hold |
250
| – | – | 0.02% | 145 |
|
2020
Q1 | $22K | Hold |
250
| – | – | 0.03% | 143 |
|
2019
Q4 | $26K | Buy |
+250
| New | +$26K | 0.02% | 152 |
|