Baker Tilly Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,080
| Closed | -$545K | – | 538 |
|
|
2023
Q2 | $545K | Sell |
16,080
-13
| -0.1% | -$441 | 0.06% | 315 |
|
|
2023
Q1 | $468K | Buy |
16,093
+80
| +0.5% | +$2.33K | 0.05% | 350 |
|
|
2022
Q4 | $526K | Sell |
16,013
-10,123
| -39% | -$333K | 0.06% | 307 |
|
|
2022
Q3 | $737K | Buy |
26,136
+10,001
| +62% | +$282K | 0.1% | 219 |
|
|
2022
Q2 | $446K | Sell |
16,135
-3
| -0% | -$83 | 0.06% | 335 |
|
|
2022
Q1 | $562K | Buy |
16,138
+37
| +0.2% | +$1.29K | 0.06% | 316 |
|
|
2021
Q4 | $747K | Sell |
16,101
-19
| -0.1% | -$881 | 0.08% | 271 |
|
|
2021
Q3 | $788K | Hold |
16,120
| – | – | 0.1% | 206 |
|
|
2021
Q2 | $782K | Buy |
16,120
+37
| +0.2% | +$1.8K | 0.13% | 181 |
|
|
2021
Q1 | $654K | Buy |
+16,083
| New | +$654K | 0.13% | 193 |
|