Sigma Planning Corp’s Stellus Capital Investment Corp SCM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,473
Closed -$469K 1238
2023
Q4
$469K Sell
36,473
-5,021
-12% -$64.5K 0.04% 474
2023
Q3
$564K Buy
41,494
+12,066
+41% +$164K 0.02% 657
2023
Q2
$414K Buy
29,428
+5,006
+20% +$70.4K 0.01% 811
2023
Q1
$344K Buy
+24,422
New +$344K 0.01% 952