WCM
Wealthcare Capital Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-169
| Closed | -$11K | – | 574 |
|
|
2021
Q1 | $11K | Buy |
+169
| New | +$11K | ﹤0.01% | 270 |
|
|
2020
Q2 | – | Sell |
-62
| Closed | -$3K | – | 215 |
|
|
2020
Q1 | $3K | Sell |
62
-10
| -14% | -$484 | ﹤0.01% | 219 |
|
|
2019
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 251 |
|
|
2016
Q2 | – | Sell |
-3,350
| Closed | -$173K | – | 216 |
|
|
2016
Q1 | $173K | Hold |
3,350
| – | – | 0.02% | 44 |
|
|
2015
Q4 | $157K | Sell |
3,350
-300
| -8% | -$14.1K | 0.02% | 50 |
|
|
2015
Q3 | $163K | Sell |
3,650
-138
| -4% | -$6.16K | 0.02% | 48 |
|
|
2015
Q2 | $159K | Buy |
3,788
+3,065
| +424% | +$129K | 0.02% | 54 |
|
|
2015
Q1 | $32K | Buy |
723
+423
| +141% | +$18.7K | ﹤0.01% | 333 |
|
|
2014
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 121 |
|
|
2014
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 132 |
|
|
2014
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 116 |
|
|
2014
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 117 |
|
|
2013
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 77 |
|
|
2013
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 74 |
|
|
2013
Q2 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 75 |
|