Axxcess Wealth Management’s Synchrony SYF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,666
Closed -$255K 925
2023
Q4
$255K Sell
6,666
-5,129
-43% -$196K 0.01% 702
2023
Q3
$361K Buy
+11,795
New +$361K 0.01% 554