One Wealth Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-686
| Closed | -$73K | – | 524 |
|
|
2022
Q4 | $73K | Buy |
+686
| New | +$73K | 0.02% | 341 |
|
|
2019
Q2 | – | Sell |
-525
| Closed | -$46K | – | 424 |
|
|
2019
Q1 | $46K | Buy |
+525
| New | +$46K | 0.04% | 236 |
|
|
2018
Q4 | – | Sell |
-555
| Closed | -$48K | – | 408 |
|
|
2018
Q3 | $48K | Buy |
555
+22
| +4% | +$1.9K | 0.04% | 274 |
|
|
2018
Q2 | $42K | Hold |
533
| – | – | 0.03% | 273 |
|
|
2018
Q1 | $44K | Sell |
533
-5
| -0.9% | -$413 | 0.04% | 257 |
|
|
2017
Q4 | $42K | Buy |
+538
| New | +$42K | 0.03% | 287 |
|