Smith Salley Wealth Management’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,659
| Closed | -$202K | – | 169 |
|
|
2015
Q1 | $202K | Sell |
3,659
-1,340
| -27% | -$74K | 0.05% | 159 |
|
|
2014
Q4 | $302K | Sell |
4,999
-462
| -8% | -$27.9K | 0.08% | 140 |
|
|
2014
Q3 | $271K | Sell |
5,461
-1,653
| -23% | -$82K | 0.07% | 150 |
|
|
2014
Q2 | $383K | Buy |
+7,114
| New | +$383K | 0.1% | 139 |
|