United Capital 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 |
-5,455
| Closed | -$261K | – | 1405 |
|
|
2018
Q4 | $261K | Sell |
5,455
-1,135
| -17% | -$54.3K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $256K | Buy |
6,590
+329
| +5% | +$12.8K | ﹤0.01% | 1171 |
|
|
2018
Q2 | $241K | Buy |
6,261
+90
| +1% | +$3.46K | ﹤0.01% | 1170 |
|
|
2018
Q1 | $232K | Buy |
6,171
+260
| +4% | +$9.78K | ﹤0.01% | 1190 |
|
|
2017
Q4 | $235K | Sell |
5,911
-1,679
| -22% | -$66.8K | ﹤0.01% | 1188 |
|
|
2017
Q3 | $368K | Buy |
7,590
+429
| +6% | +$20.8K | ﹤0.01% | 1046 |
|
|
2017
Q2 | $480K | Buy |
7,161
+383
| +6% | +$25.7K | ﹤0.01% | 932 |
|
|
2017
Q1 | $443K | Buy |
6,778
+201
| +3% | +$13.1K | ﹤0.01% | 943 |
|
|
2016
Q4 | $482K | Sell |
6,577
-1,031
| -14% | -$75.6K | ﹤0.01% | 946 |
|
|
2016
Q3 | $551K | Buy |
7,608
+4,928
| +184% | +$357K | 0.01% | 937 |
|
|
2016
Q2 | $204K | Sell |
2,680
-464
| -15% | -$35.3K | ﹤0.01% | 1167 |
|
|
2016
Q1 | $221K | Buy |
+3,144
| New | +$221K | ﹤0.01% | 1101 |
|