Summit Global Investments’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,100
| Closed | -$732K | – | 607 |
|
|
2023
Q1 | $732K | Buy |
+7,100
| New | +$732K | 0.06% | 293 |
|
|
2017
Q4 | – | Sell |
-6,100
| Closed | -$510K | – | 278 |
|
|
2017
Q3 | $510K | Buy |
6,100
+400
| +7% | +$33.4K | 0.08% | 184 |
|
|
2017
Q2 | $497K | Sell |
5,700
-1,000
| -15% | -$87.2K | 0.15% | 172 |
|
|
2017
Q1 | $528K | Hold |
6,700
| – | – | 0.17% | 107 |
|
|
2016
Q4 | $546K | Buy |
+6,700
| New | +$546K | 0.2% | 93 |
|