BerganKDV 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
Q2 | $815 | Sell |
24
-47
| -66% | -$1.6K | ﹤0.01% | 773 |
|
|
2023
Q1 | $2.07K | Hold |
71
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $2.34K | Sell |
71
-5
| -7% | -$165 | ﹤0.01% | 780 |
|
|
2022
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 835 |
|
|
2022
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 853 |
|
|
2022
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 833 |
|
|
2021
Q3 | $4K | Buy |
76
+25
| +49% | +$1.32K | ﹤0.01% | 794 |
|
|
2021
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 809 |
|
|
2020
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 805 |
|
|
2020
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 903 |
|
|
2020
Q1 | – | Sell |
-185
| Closed | -$7K | – | 1000 |
|
|
2019
Q4 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 576 |
|