Balasa Dinverno & Foltz’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $222K | Buy |
1,097
+71
| +7% | +$14.4K | 0.01% | 311 |
|
2022
Q2 | $204K | Buy |
1,026
+8
| +0.8% | +$1.59K | 0.01% | 323 |
|
2022
Q1 | $272K | Buy |
1,018
+2
| +0.2% | +$534 | 0.02% | 285 |
|
2021
Q4 | $272K | Sell |
1,016
-57
| -5% | -$15.3K | 0.02% | 284 |
|
2021
Q3 | $283K | Buy |
1,073
+80
| +8% | +$21.1K | 0.02% | 266 |
|
2021
Q2 | $258K | Hold |
993
| – | – | 0.02% | 284 |
|
2021
Q1 | $242K | Buy |
993
+77
| +8% | +$18.8K | 0.02% | 273 |
|
2020
Q4 | $224K | Buy |
+916
| New | +$224K | 0.02% | 270 |
|
2019
Q4 | – | Sell |
-1,086
| Closed | -$235K | – | 275 |
|
2019
Q3 | $235K | Buy |
+1,086
| New | +$235K | 0.03% | 223 |
|