Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-600
Closed -$24K 340
2018
Q2
$24K Buy
+600
New +$23.6K 0.01% 329
2017
Q2
Sell
-588
Closed -$27K 477
2017
Q1
$27K Buy
588
+88
+18% +$3.73K 0.01% 303
2016
Q4
$20K Hold
500
0.01% 354
2016
Q3
$19K Hold
500
0.01% 337
2016
Q2
$21K Hold
500
0.01% 335
2016
Q1
$20K Buy
500
+100
+25% +$4.02K 0.01% 314
2015
Q4
$17K Hold
400
0.01% 321
2015
Q3
$19K Hold
400
0.01% 302
2015
Q2
$20K Buy
400
+150
+60% +$7.6K 0.01% 329
2015
Q1
$12K Buy
+250
New +$12K ﹤0.01% 393
2014
Q4
Sell
-360
Closed -$20K 548
2014
Q3
$20K Buy
360
+320
+800% +$17.2K 0.01% 303
2014
Q2
$2K Buy
+40
New +$2.12K ﹤0.01% 441

Other funds holding SNY