Waverly Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,546
| Closed | -$410K | – | 203 |
|
|
2018
Q3 | $410K | Hold |
10,546
| – | – | 0.06% | 132 |
|
|
2018
Q2 | $406K | Hold |
10,546
| – | – | 0.06% | 131 |
|
|
2018
Q1 | $396K | Sell |
10,546
-70
| -0.7% | -$2.63K | 0.06% | 132 |
|
|
2017
Q4 | $422K | Buy |
10,616
+70
| +0.7% | +$2.78K | 0.06% | 159 |
|
|
2017
Q3 | $511K | Hold |
10,546
| – | – | 0.11% | 135 |
|
|
2017
Q2 | $707K | Sell |
10,546
-220
| -2% | -$14.7K | 0.18% | 109 |
|
|
2017
Q1 | $704K | Buy |
+10,766
| New | +$704K | 0.19% | 102 |
|