Wealthspire Advisors (Maryland)’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,163
| Closed | -$56K | – | 2688 |
|
|
2018
Q4 | $56K | Buy |
1,163
+276
| +31% | +$13.3K | 0.01% | 817 |
|
|
2018
Q3 | $34K | Sell |
887
-169
| -16% | -$6.48K | ﹤0.01% | 1102 |
|
|
2018
Q2 | $41K | Buy |
1,056
+85
| +9% | +$3.3K | ﹤0.01% | 1059 |
|
|
2018
Q1 | $36K | Sell |
971
-160
| -14% | -$5.93K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $45K | Buy |
1,131
+847
| +298% | +$33.7K | ﹤0.01% | 1053 |
|
|
2017
Q3 | $14K | Sell |
284
-34
| -11% | -$1.68K | ﹤0.01% | 1460 |
|
|
2017
Q2 | $21K | Buy |
318
+34
| +12% | +$2.25K | ﹤0.01% | 1263 |
|
|
2017
Q1 | $19K | Sell |
284
-37
| -12% | -$2.48K | ﹤0.01% | 1111 |
|
|
2016
Q4 | $24K | Buy |
321
+105
| +49% | +$7.85K | ﹤0.01% | 971 |
|
|
2016
Q3 | $16K | Hold |
216
| – | – | ﹤0.01% | 1128 |
|
|
2016
Q2 | $16K | Sell |
216
-132
| -38% | -$9.78K | ﹤0.01% | 1083 |
|
|
2016
Q1 | $24K | Hold |
348
| – | – | ﹤0.01% | 915 |
|
|
2015
Q4 | $21K | Buy |
+348
| New | +$21K | ﹤0.01% | 960 |
|