Steward Partners Investment Advisory’s Scholastic SCHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-254
| Closed | -$8.13K | – | 4082 |
|
|
2024
Q3 | $8.13K | Hold |
254
| – | – | ﹤0.01% | 3028 |
|
|
2024
Q2 | $9.01K | Hold |
254
| – | – | ﹤0.01% | 2854 |
|
|
2024
Q1 | $9.58K | Hold |
254
| – | – | ﹤0.01% | 2823 |
|
|
2023
Q4 | $9.58K | Buy |
+254
| New | +$9.58K | ﹤0.01% | 2732 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$2.01K | – | 3408 |
|
|
2022
Q4 | $2.01K | Buy |
+51
| New | +$2.01K | ﹤0.01% | 3015 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$60 | – | 7355 |
|
|
2021
Q1 | $60 | Buy |
+2
| New | +$60 | ﹤0.01% | 3395 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$9K | – | 2839 |
|
|
2020
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 2095 |
|
|
2020
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 1989 |
|
|
2019
Q4 | $11K | Sell |
300
-230
| -43% | -$8.43K | ﹤0.01% | 1985 |
|
|
2019
Q3 | $20K | Hold |
530
| – | – | ﹤0.01% | 1730 |
|
|
2019
Q2 | $17K | Buy |
+530
| New | +$17K | ﹤0.01% | 1769 |
|
|
2018
Q4 | – | Sell |
-530
| Closed | -$25K | – | 1905 |
|
|
2018
Q3 | $25K | Buy |
+530
| New | +$25K | ﹤0.01% | 1468 |
|