Wealthstreet Investment Advisors’s Scholastic SCHL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,600
| Closed | -$229K | – | 277 |
|
|
2021
Q1 | $229K | Buy |
+7,600
| New | +$229K | 0.02% | 337 |
|
|
2020
Q3 | – | Sell |
-8,800
| Closed | -$263K | – | 346 |
|
|
2020
Q2 | $263K | Hold |
8,800
| – | – | 0.03% | 286 |
|
|
2020
Q1 | $224K | Sell |
8,800
-1,000
| -10% | -$25.5K | 0.03% | 273 |
|
|
2019
Q4 | $377K | Hold |
9,800
| – | – | 0.04% | 257 |
|
|
2019
Q3 | $374K | Hold |
9,800
| – | – | 0.05% | 252 |
|
|
2019
Q2 | $326K | Hold |
9,800
| – | – | 0.04% | 270 |
|
|
2019
Q1 | $390K | Hold |
9,800
| – | – | 0.05% | 252 |
|
|
2018
Q4 | $409K | Hold |
9,800
| – | – | 0.06% | 236 |
|
|
2018
Q3 | $458K | Hold |
9,800
| – | – | 0.06% | 248 |
|
|
2018
Q2 | $434K | Hold |
9,800
| – | – | 0.06% | 254 |
|
|
2018
Q1 | $381K | Hold |
9,800
| – | – | 0.05% | 257 |
|
|
2017
Q4 | $393K | Buy |
+9,800
| New | +$393K | 0.05% | 254 |
|