9258 Wealth Management’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $227K | Hold |
1,889
| – | – | 0.03% | 318 |
|
|
2024
Q2 | $218K | Sell |
1,889
-43
| -2% | -$4.96K | 0.03% | 318 |
|
|
2024
Q1 | $219K | Buy |
1,932
+8
| +0.4% | +$905 | 0.03% | 316 |
|
|
2023
Q4 | $207K | Buy |
+1,924
| New | +$207K | 0.04% | 301 |
|
|
2022
Q1 | – | Sell |
-1,771
| Closed | -$203K | – | 380 |
|
|
2021
Q4 | $203K | Buy |
+1,771
| New | +$203K | 0.05% | 349 |
|
|
2021
Q3 | – | Sell |
-1,756
| Closed | -$214K | – | 355 |
|
|
2021
Q2 | $214K | Hold |
1,756
| – | – | 0.06% | 321 |
|
|
2021
Q1 | $202K | Buy |
+1,756
| New | +$202K | 0.06% | 313 |
|
|
2020
Q4 | – | Sell |
-3,694
| Closed | -$243K | – | 317 |
|
|
2020
Q3 | $243K | Sell |
3,694
-464
| -11% | -$30.5K | 0.09% | 236 |
|
|
2020
Q2 | $249K | Buy |
+4,158
| New | +$249K | 0.1% | 230 |
|
|
2020
Q1 | – | Sell |
-4,358
| Closed | -$281K | – | 313 |
|
|
2019
Q4 | $281K | Buy |
+4,358
| New | +$281K | 0.1% | 223 |
|