Perfromance Wealth Partners’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Buy |
4,043
+16
| +0.4% | +$1.3K | 0.01% | 145 |
|
2025
Q1 | $323K | Sell |
4,027
-1,984
| -33% | -$159K | 0.01% | 127 |
|
2024
Q4 | $480K | Buy |
6,011
+3,011
| +100% | +$240K | 0.02% | 98 |
|
2024
Q3 | $237K | Hold |
3,000
| – | – | 0.01% | 168 |
|
2024
Q2 | $213K | Hold |
3,000
| – | – | 0.01% | 154 |
|
2024
Q1 | $223K | Buy |
+3,000
| New | +$223K | 0.01% | 147 |
|
2023
Q4 | – | Sell |
-6,000
| Closed | -$343K | – | 177 |
|
2023
Q3 | $343K | Hold |
6,000
| – | – | 0.02% | 128 |
|
2023
Q2 | $385K | Hold |
6,000
| – | – | 0.02% | 132 |
|
2023
Q1 | $413K | Hold |
6,000
| – | – | 0.02% | 123 |
|
2022
Q4 | $415K | Hold |
6,000
| – | – | 0.03% | 113 |
|
2022
Q3 | $346K | Buy |
6,000
+1,000
| +20% | +$57.7K | 0.02% | 117 |
|
2022
Q2 | $346K | Hold |
5,000
| – | – | 0.02% | 118 |
|
2022
Q1 | $329K | Hold |
5,000
| – | – | 0.01% | 130 |
|
2021
Q4 | $355K | Buy |
+5,000
| New | +$355K | 0.01% | 134 |
|