Veritable’s Scana SCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-4,105
| Closed | -$275K | – | 790 |
|
2017
Q2 | $275K | Sell |
4,105
-494
| -11% | -$33.1K | 0.01% | 645 |
|
2017
Q1 | $301K | Sell |
4,599
-96
| -2% | -$6.28K | 0.01% | 602 |
|
2016
Q4 | $344K | Buy |
4,695
+507
| +12% | +$37.1K | 0.01% | 560 |
|
2016
Q3 | $303K | Buy |
4,188
+281
| +7% | +$20.3K | 0.01% | 573 |
|
2016
Q2 | $296K | Buy |
3,907
+283
| +8% | +$21.4K | 0.01% | 571 |
|
2016
Q1 | $254K | Buy |
3,624
+104
| +3% | +$7.29K | 0.01% | 604 |
|
2015
Q4 | $213K | Buy |
+3,520
| New | +$213K | 0.01% | 668 |
|
2013
Q4 | – | Sell |
-4,357
| Closed | -$201K | – | 1011 |
|
2013
Q3 | $201K | Hold |
4,357
| – | – | ﹤0.01% | 854 |
|
2013
Q2 | $214K | Buy |
+4,357
| New | +$214K | 0.01% | 842 |
|