Welch Group’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,735
| Closed | -$317K | – | 156 |
|
|
2017
Q2 | $317K | Buy |
4,735
+1,000
| +27% | +$66.9K | 0.05% | 96 |
|
|
2017
Q1 | $244K | Sell |
3,735
-4,923
| -57% | -$322K | 0.05% | 77 |
|
|
2016
Q4 | $634K | Hold |
8,658
| – | – | 0.12% | 54 |
|
|
2016
Q3 | $627K | Sell |
8,658
-2,003
| -19% | -$145K | 0.12% | 57 |
|
|
2016
Q2 | $807K | Hold |
10,661
| – | – | 0.16% | 44 |
|
|
2016
Q1 | $748K | Hold |
10,661
| – | – | 0.12% | 53 |
|
|
2015
Q4 | $645K | Sell |
10,661
-167
| -2% | -$10.1K | 0.12% | 58 |
|
|
2015
Q3 | $609K | Hold |
10,828
| – | – | 0.12% | 57 |
|
|
2015
Q2 | $548K | Hold |
10,828
| – | – | 0.1% | 61 |
|
|
2015
Q1 | $595 | Sell |
10,828
-3,108
| -22% | -$171 | 0.11% | 60 |
|
|
2014
Q4 | $842K | Buy |
13,936
+2,632
| +23% | +$159K | 0.16% | 52 |
|
|
2014
Q3 | $561K | Hold |
11,304
| – | – | 0.12% | 58 |
|
|
2014
Q2 | $608K | Buy |
11,304
+300
| +3% | +$16.1K | 0.13% | 58 |
|
|
2014
Q1 | $565K | Hold |
11,004
| – | – | 0.13% | 54 |
|
|
2013
Q4 | $516K | Hold |
11,004
| – | – | 0.12% | 60 |
|
|
2013
Q3 | $507K | Hold |
11,004
| – | – | 0.12% | 56 |
|
|
2013
Q2 | $540K | Buy |
+11,004
| New | +$540K | 0.14% | 55 |
|