Mosaic Family Wealth’s Scana SCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,340
| Closed | -$210K | – | 976 |
|
|
2017
Q3 | $210K | Hold |
4,340
| – | – | 0.08% | 178 |
|
|
2017
Q2 | $291K | Hold |
4,340
| – | – | 0.12% | 136 |
|
|
2017
Q1 | $284K | Hold |
4,340
| – | – | 0.12% | 138 |
|
|
2016
Q4 | $318K | Hold |
4,340
| – | – | 0.15% | 128 |
|
|
2016
Q3 | $314K | Hold |
4,340
| – | – | 0.15% | 121 |
|
|
2016
Q2 | $329K | Hold |
4,340
| – | – | 0.16% | 116 |
|
|
2016
Q1 | $304K | Hold |
4,340
| – | – | 0.15% | 116 |
|
|
2015
Q4 | $262K | Buy |
+4,340
| New | +$262K | 0.12% | 126 |
|