Avantax Planning Partners’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,702
| Closed | -$279K | – | 369 |
|
|
2022
Q1 | $279K | Buy |
2,702
+707
| +35% | +$73K | 0.01% | 290 |
|
|
2021
Q4 | $228K | Buy |
+1,995
| New | +$228K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-86
| Closed | -$4K | – | 1049 |
|
|
2018
Q3 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 1193 |
|
|
2018
Q2 | – | Sell |
-86
| Closed | -$5K | – | 1282 |
|
|
2018
Q1 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 1355 |
|