United Capital Financial Advisors’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,502
| Closed | -$221K | – | 1243 |
|
|
2020
Q1 | $221K | Buy |
+2,502
| New | +$221K | ﹤0.01% | 1040 |
|
|
2019
Q3 | – | Sell |
-2,325
| Closed | -$214K | – | 1431 |
|
|
2019
Q2 | $214K | Buy |
2,325
+25
| +1% | +$2.3K | ﹤0.01% | 1326 |
|
|
2019
Q1 | $201K | Buy |
+2,300
| New | +$201K | ﹤0.01% | 1250 |
|
|
2018
Q4 | – | Sell |
-2,508
| Closed | -$218K | – | 1359 |
|
|
2018
Q3 | $218K | Buy |
+2,508
| New | +$218K | ﹤0.01% | 1228 |
|
|
2018
Q2 | – | Sell |
-2,510
| Closed | -$209K | – | 1356 |
|
|
2018
Q1 | $209K | Buy |
+2,510
| New | +$209K | ﹤0.01% | 1219 |
|
|
2017
Q3 | – | Sell |
-2,302
| Closed | -$201K | – | 1338 |
|
|
2017
Q2 | $201K | Buy |
+2,302
| New | +$201K | ﹤0.01% | 1208 |
|
|
2017
Q1 | – | Sell |
-2,802
| Closed | -$228K | – | 1282 |
|
|
2016
Q4 | $228K | Hold |
2,802
| – | – | ﹤0.01% | 1129 |
|
|
2016
Q3 | $204K | Buy |
+2,802
| New | +$204K | ﹤0.01% | 1183 |
|