Wealthspire Advisors (Maryland)’s Stepan Co SCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-246
| Closed | -$22K | – | 1758 |
|
|
2019
Q1 | $22K | Buy |
246
+33
| +15% | +$2.95K | ﹤0.01% | 1238 |
|
|
2018
Q4 | $16K | Buy |
213
+173
| +433% | +$13K | ﹤0.01% | 1299 |
|
|
2018
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 2060 |
|
|
2018
Q2 | $3K | Sell |
40
-3
| -7% | -$225 | ﹤0.01% | 2037 |
|
|
2018
Q1 | $4K | Buy |
43
+1
| +2% | +$93 | ﹤0.01% | 1929 |
|
|
2017
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 2016 |
|