Wealthspire Advisors (Maryland)’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-336
| Closed | -$3K | – | 1871 |
|
|
2019
Q1 | $3K | Hold |
336
| – | – | ﹤0.01% | 2051 |
|
|
2018
Q4 | $3K | Buy |
336
+17
| +5% | +$152 | ﹤0.01% | 1989 |
|
|
2018
Q3 | $4K | Hold |
319
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q2 | $4K | Sell |
319
-14
| -4% | -$176 | ﹤0.01% | 1907 |
|
|
2018
Q1 | $4K | Hold |
333
| – | – | ﹤0.01% | 1934 |
|
|
2017
Q4 | $4K | Buy |
+333
| New | +$4K | ﹤0.01% | 1922 |
|
|
2016
Q1 | – | Sell |
-41
| Closed | – | – | 1839 |
|
|
2015
Q4 | $0 | Buy |
+41
| New | – | ﹤0.01% | 1770 |
|