Appleton Partners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,214
| Closed | -$206K | – | 312 |
|
|
2021
Q3 | $206K | Buy |
+4,214
| New | +$206K | 0.02% | 286 |
|
|
2020
Q2 | – | Sell |
-25,407
| Closed | -$409K | – | 268 |
|
|
2020
Q1 | $409K | Sell |
25,407
-1,475
| -5% | -$23.7K | 0.06% | 186 |
|
|
2019
Q4 | $968K | Buy |
26,882
+7,662
| +40% | +$276K | 0.11% | 150 |
|
|
2019
Q3 | $655K | Buy |
19,220
+11,345
| +144% | +$387K | 0.08% | 167 |
|
|
2019
Q2 | $273K | Buy |
+7,875
| New | +$273K | 0.03% | 245 |
|