Transamerica Financial Advisors’s Scana SCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 512 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 513 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 501 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 450 |
|
|
2017
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 427 |
|
|
2017
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 414 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 391 |
|
|
2017
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 384 |
|
|
2016
Q4 | $1K | Sell |
4
-8
| -67% | -$2K | ﹤0.01% | 417 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 414 |
|
|
2016
Q2 | $1K | Sell |
12
-16
| -57% | -$1.33K | ﹤0.01% | 383 |
|
|
2016
Q1 | $2K | Sell |
28
-7,826
| -100% | -$559K | ﹤0.01% | 669 |
|
|
2015
Q4 | $476K | Buy |
7,854
+456
| +6% | +$27.6K | 0.04% | 236 |
|
|
2015
Q3 | $417K | Buy |
7,398
+190
| +3% | +$10.7K | 0.03% | 226 |
|
|
2015
Q2 | $366K | Buy |
7,208
+392
| +6% | +$19.9K | 0.03% | 263 |
|
|
2015
Q1 | $375K | Buy |
6,816
+843
| +14% | +$46.4K | 0.03% | 262 |
|
|
2014
Q4 | $361K | Buy |
5,973
+668
| +13% | +$40.4K | 0.03% | 230 |
|
|
2014
Q3 | $264K | Buy |
5,305
+12
| +0.2% | +$597 | 0.02% | 236 |
|
|
2014
Q2 | $285K | Buy |
5,293
+421
| +9% | +$22.7K | 0.02% | 241 |
|
|
2014
Q1 | $250K | Buy |
4,872
+349
| +8% | +$17.9K | 0.02% | 234 |
|
|
2013
Q4 | $213K | Buy |
4,523
+834
| +23% | +$39.3K | 0.02% | 243 |
|
|
2013
Q3 | $170K | Buy |
3,689
+814
| +28% | +$37.5K | 0.02% | 249 |
|
|
2013
Q2 | $142K | Buy |
+2,875
| New | +$142K | 0.02% | 223 |
|