PMFA
SCG
Plante Moran Financial Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,046
| Closed | -$99K | – | 929 |
|
|
2017
Q3 | $99K | Hold |
2,046
| – | – | 0.06% | 205 |
|
|
2017
Q2 | $137K | Hold |
2,046
| – | – | 0.09% | 163 |
|
|
2017
Q1 | $134K | Sell |
2,046
-104
| -5% | -$6.81K | 0.08% | 173 |
|
|
2016
Q4 | $158K | Buy |
2,150
+104
| +5% | +$7.64K | 0.1% | 151 |
|
|
2016
Q3 | $148K | Hold |
2,046
| – | – | 0.1% | 148 |
|
|
2016
Q2 | $155K | Buy |
2,046
+17
| +0.8% | +$1.29K | 0.11% | 139 |
|
|
2016
Q1 | $142K | Buy |
2,029
+18
| +0.9% | +$1.26K | 0.11% | 138 |
|
|
2015
Q4 | $122K | Hold |
2,011
| – | – | 0.09% | 159 |
|
|
2015
Q3 | $113K | Hold |
2,011
| – | – | 0.09% | 161 |
|
|
2015
Q2 | $102K | Hold |
2,011
| – | – | 0.07% | 188 |
|
|
2015
Q1 | $111K | Hold |
2,011
| – | – | 0.08% | 176 |
|
|
2014
Q4 | $121K | Buy |
+2,011
| New | +$121K | 0.09% | 165 |
|