Stratos Wealth Partners’s Scana SCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-14,641
| Closed | -$700K | – | 962 |
|
2018
Q4 | $700K | Sell |
14,641
-275
| -2% | -$13.1K | 0.04% | 414 |
|
2018
Q3 | $580K | Buy |
14,916
+2,748
| +23% | +$107K | 0.03% | 490 |
|
2018
Q2 | $469K | Sell |
12,168
-2,457
| -17% | -$94.7K | 0.02% | 582 |
|
2018
Q1 | $549K | Sell |
14,625
-1,889
| -11% | -$70.9K | 0.02% | 521 |
|
2017
Q4 | $657K | Sell |
16,514
-2,369
| -13% | -$94.2K | 0.03% | 455 |
|
2017
Q3 | $916K | Sell |
18,883
-2,261
| -11% | -$110K | 0.04% | 349 |
|
2017
Q2 | $1.42M | Sell |
21,144
-946
| -4% | -$63.4K | 0.07% | 243 |
|
2017
Q1 | $1.44M | Buy |
22,090
+2,902
| +15% | +$190K | 0.08% | 217 |
|
2016
Q4 | $1.41M | Buy |
19,188
+972
| +5% | +$71.2K | 0.09% | 214 |
|
2016
Q3 | $1.32M | Buy |
18,216
+2,782
| +18% | +$201K | 0.09% | 203 |
|
2016
Q2 | $1.17M | Buy |
15,434
+533
| +4% | +$40.3K | 0.09% | 198 |
|
2016
Q1 | $1.05M | Buy |
14,901
+837
| +6% | +$58.7K | 0.09% | 179 |
|
2015
Q4 | $851K | Buy |
14,064
+1,876
| +15% | +$114K | 0.07% | 202 |
|
2015
Q3 | $686K | Buy |
12,188
+3,123
| +34% | +$176K | 0.09% | 199 |
|
2015
Q2 | $459K | Sell |
9,065
-19
| -0.2% | -$962 | 0.06% | 271 |
|
2015
Q1 | $504K | Sell |
9,084
-2,051
| -18% | -$114K | 0.06% | 294 |
|
2014
Q4 | $673K | Sell |
11,135
-7,061
| -39% | -$427K | 0.12% | 176 |
|
2014
Q3 | $903K | Buy |
18,196
+1,348
| +8% | +$66.9K | 0.21% | 108 |
|
2014
Q2 | $911K | Buy |
+16,848
| New | +$911K | 0.3% | 97 |
|