Summit Trail Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,431
| Closed | -$134K | – | 276 |
|
|
2018
Q3 | $134K | Buy |
3,431
+1,332
| +63% | +$52K | 0.03% | 233 |
|
|
2018
Q2 | $81K | Buy |
+2,099
| New | +$81K | 0.03% | 243 |
|
|
2018
Q1 | – | Sell |
-951
| Closed | -$39K | – | 2047 |
|
|
2017
Q4 | $39K | Buy |
+951
| New | +$39K | ﹤0.01% | 889 |
|