SWA
Sutton Wealth Advisors’s Stepan Co SCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-692
| Closed | -$73.7K | – | 1430 |
|
|
2022
Q4 | $73.7K | Sell |
692
-14
| -2% | -$1.49K | 0.03% | 303 |
|
|
2022
Q3 | $66.1K | Sell |
706
-4
| -0.6% | -$375 | 0.03% | 323 |
|
|
2022
Q2 | $72K | Buy |
710
+214
| +43% | +$21.7K | 0.03% | 293 |
|
|
2022
Q1 | $49K | Buy |
496
+14
| +3% | +$1.38K | 0.02% | 407 |
|
|
2021
Q4 | $59.9K | Hold |
482
| – | – | 0.02% | 366 |
|
|
2021
Q3 | $54.4K | Hold |
482
| – | – | 0.02% | 376 |
|
|
2021
Q2 | $58K | Hold |
482
| – | – | 0.02% | 368 |
|
|
2021
Q1 | $61.3K | Hold |
482
| – | – | 0.02% | 344 |
|
|
2020
Q4 | $57.5K | Hold |
482
| – | – | 0.02% | 323 |
|
|
2020
Q3 | $52.5K | Hold |
482
| – | – | 0.03% | 296 |
|
|
2020
Q2 | $46.8K | Hold |
482
| – | – | 0.02% | 316 |
|
|
2020
Q1 | $42.6K | Buy |
482
+177
| +58% | +$15.7K | 0.03% | 298 |
|
|
2019
Q4 | $31.2K | Hold |
305
| – | – | 0.02% | 441 |
|
|
2019
Q3 | $29.6K | Hold |
305
| – | – | 0.02% | 451 |
|
|
2019
Q2 | $28K | Hold |
305
| – | – | 0.02% | 473 |
|
|
2019
Q1 | $26.7K | Hold |
305
| – | – | 0.02% | 485 |
|
|
2018
Q4 | $22.6K | Hold |
305
| – | – | 0.01% | 488 |
|
|
2018
Q3 | $26.5K | Hold |
305
| – | – | 0.02% | 484 |
|
|
2018
Q2 | $23.8K | Hold |
305
| – | – | 0.02% | 532 |
|
|
2018
Q1 | $25.4K | Buy |
305
+160
| +110% | +$13.3K | 0.02% | 477 |
|
|
2017
Q4 | $11.5K | Hold |
145
| – | – | 0.01% | 738 |
|
|
2017
Q3 | $12.1K | Hold |
145
| – | – | 0.01% | 716 |
|
|
2017
Q2 | $12.6K | Hold |
145
| – | – | 0.01% | 687 |
|
|
2017
Q1 | $11.4K | Hold |
145
| – | – | 0.01% | 679 |
|
|
2016
Q4 | $11.8K | Hold |
145
| – | – | 0.01% | 647 |
|
|
2016
Q3 | $10.5K | Hold |
145
| – | – | 0.01% | 650 |
|
|
2016
Q2 | $8.63K | Hold |
145
| – | – | 0.01% | 665 |
|
|
2016
Q1 | $8.02K | Buy |
+145
| New | +$8.02K | 0.01% | 650 |
|