Beta Wealth Group’s Synopsys SNPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-726
| Closed | -$374K | – | 108 |
|
|
2023
Q4 | $374K | Hold |
726
| – | – | 0.2% | 78 |
|
|
2023
Q3 | $333K | Hold |
726
| – | – | 0.2% | 82 |
|
|
2023
Q2 | $316K | Hold |
726
| – | – | 0.18% | 80 |
|
|
2023
Q1 | $280K | Buy |
726
+7
| +1% | +$2.7K | 0.16% | 82 |
|
|
2022
Q4 | $230K | Hold |
719
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $220K | Hold |
719
| – | – | 0.16% | 83 |
|
|
2022
Q2 | $218K | Hold |
719
| – | – | 0.15% | 83 |
|
|
2022
Q1 | $240K | Hold |
719
| – | – | 0.16% | 85 |
|
|
2021
Q4 | $215K | Hold |
719
| – | – | 0.16% | 58 |
|
|
2021
Q3 | $215K | Buy |
+719
| New | +$215K | 0.16% | 58 |
|