Tilia Fiduciary Partners’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-49
| Closed | -$4.66K | – | 416 |
|
|
2023
Q2 | $4.66K | Hold |
49
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $5K | Buy |
49
+1
| +2% | +$102 | ﹤0.01% | 423 |
|
|
2022
Q4 | $5.15K | Hold |
48
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $5K | Hold |
48
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 456 |
|