Optimum Investment Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,271
| Closed | -$61K | – | 1050 |
|
|
2018
Q4 | $61K | Hold |
1,271
| – | – | 0.02% | 438 |
|
|
2018
Q3 | $49K | Hold |
1,271
| – | – | 0.01% | 535 |
|
|
2018
Q2 | $49K | Hold |
1,271
| – | – | 0.01% | 535 |
|
|
2018
Q1 | $48K | Buy |
+1,271
| New | +$48K | 0.01% | 527 |
|
|
2015
Q1 | $44K | Hold |
800
| – | – | 0.01% | 540 |
|
|
2014
Q4 | $48K | Hold |
800
| – | – | 0.02% | 522 |
|
|
2014
Q3 | $45K | Sell |
800
-700
| -47% | -$39.4K | 0.01% | 506 |
|
|
2014
Q2 | $81K | Buy |
+1,500
| New | +$81K | 0.03% | 383 |
|