SBSB
SCG
Sullivan, Bruyette, Speros & Blaney’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-50,212
| Closed | -$2.4M | – | 219 |
|
|
2018
Q4 | $2.4M | Sell |
50,212
-2,284
| -4% | -$109K | 0.16% | 35 |
|
|
2018
Q3 | $2.04M | Hold |
52,496
| – | – | 0.19% | 26 |
|
|
2018
Q2 | $2.02M | Sell |
52,496
-300
| -0.6% | -$11.6K | 0.19% | 25 |
|
|
2018
Q1 | $1.98M | Hold |
52,796
| – | – | 0.19% | 27 |
|
|
2017
Q4 | $2.1M | Sell |
52,796
-1,300
| -2% | -$51.7K | 0.2% | 26 |
|
|
2017
Q3 | $2.62M | Sell |
54,096
-257
| -0.5% | -$12.5K | 0.26% | 21 |
|
|
2017
Q2 | $3.64M | Buy |
54,353
+2
| +0% | +$134 | 0.37% | 18 |
|
|
2017
Q1 | $3.55M | Sell |
54,351
-75
| -0.1% | -$4.9K | 0.35% | 19 |
|
|
2016
Q4 | $3.99M | Sell |
54,426
-462
| -0.8% | -$33.9K | 0.41% | 18 |
|
|
2016
Q3 | $3.97M | Buy |
54,888
+2
| +0% | +$145 | 0.4% | 18 |
|
|
2016
Q2 | $4.15M | Buy |
+54,886
| New | +$4.15M | 0.43% | 18 |
|