TFO Wealth Partners’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$90 | – | 633 |
|
2024
Q1 | $90 | Hold |
1
| – | – | ﹤0.01% | 655 |
|
2023
Q4 | $95 | Hold |
1
| – | – | ﹤0.01% | 803 |
|
2023
Q3 | $96 | Hold |
1
| – | – | ﹤0.01% | 979 |
|
2023
Q2 | $96 | Hold |
1
| – | – | ﹤0.01% | 672 |
|
2023
Q1 | $103 | Sell |
1
-18
| -95% | -$1.85K | ﹤0.01% | 639 |
|
2022
Q4 | $1.86K | Buy |
+19
| New | +$1.86K | ﹤0.01% | 268 |
|