Wealth Enhancement Advisory Services’s The L.S. Starrett Company SCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-13,000
Closed -$207K – 2724
2024
Q1
$207K Sell
13,000
-43,434
-77% -$561K ﹤0.01% 2179
2023
Q4
$683K Sell
56,434
-285
-0.5% -$2.98K ﹤0.01% 1334
2023
Q3
$610K Buy
+56,719
New +$631K ﹤0.01% 1324

Other funds holding SCX

Wealth Enhancement Advisory Services's SCX Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of The L.S. Starrett Company (SCX) in Q2 2024, closing a stake of 13,000 shares — an estimated $207K sold.

Wealth Enhancement Advisory Services first reported a position in SCX in Q3 2023 and held it in 3 quarters. The position peaked at $683K in Q4 2023. 1 fund tracked by Wall St. Rank holds SCX as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining The L.S. Starrett Company position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,000 The L.S. Starrett Company shares in Q2 2024, an estimated $207K.
  • Wealth Enhancement Advisory Services first reported a position in The L.S. Starrett Company in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's The L.S. Starrett Company position peaked at $683K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held The L.S. Starrett Company as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.