Walkner Condon Financial Advisors’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,342
| Closed | -$230K | – | 249 |
|
|
2023
Q1 | $230K | Sell |
3,342
-666
| -17% | -$45.8K | 0.06% | 210 |
|
|
2022
Q4 | $277K | Buy |
4,008
+15
| +0.4% | +$1.04K | 0.08% | 180 |
|
|
2022
Q3 | $231K | Buy |
3,993
+17
| +0.4% | +$983 | 0.07% | 189 |
|
|
2022
Q2 | $275K | Buy |
3,976
+15
| +0.4% | +$1.04K | 0.09% | 184 |
|
|
2022
Q1 | $261K | Buy |
+3,961
| New | +$261K | 0.07% | 187 |
|