U.S. Capital Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $144K | Hold |
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|
2025
Q2 | $154K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $739K | Hold |
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|
2023
Q4 | $726K | Hold |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $589K | Hold |
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|
2022
Q4 | $554K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $564K | Hold |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $334K | Buy |
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