PWAG
SCG
Polaris Wealth Advisory Group’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,794
| Closed | -$109K | – | 515 |
|
|
2018
Q3 | $109K | Buy |
+2,794
| New | +$109K | 0.01% | 183 |
|
|
2018
Q2 | – | Sell |
-3,550
| Closed | -$133K | – | 459 |
|
|
2018
Q1 | $133K | Buy |
+3,550
| New | +$133K | 0.01% | 156 |
|
|
2017
Q4 | – | Sell |
-4,243
| Closed | -$206K | – | 166 |
|
|
2017
Q3 | $206K | Sell |
4,243
-422
| -9% | -$20.5K | 0.02% | 142 |
|
|
2017
Q2 | $313K | Buy |
4,665
+35
| +0.8% | +$2.35K | 0.04% | 106 |
|
|
2017
Q1 | $303K | Sell |
4,630
-175
| -4% | -$11.5K | 0.03% | 90 |
|
|
2016
Q4 | $352K | Hold |
4,805
| – | – | 0.04% | 88 |
|
|
2016
Q3 | $348K | Hold |
4,805
| – | – | 0.04% | 88 |
|
|
2016
Q2 | $364K | Hold |
4,805
| – | – | 0.06% | 76 |
|
|
2016
Q1 | $337K | Hold |
4,805
| – | – | 0.05% | 86 |
|
|
2015
Q4 | $291K | Hold |
4,805
| – | – | 0.05% | 122 |
|
|
2015
Q3 | $270K | Buy |
+4,805
| New | +$270K | 0.06% | 63 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$10K | – | 161 |
|
|
2014
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 128 |
|