Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.2K Hold
356
﹤0.01% 760
2025
Q4
$17.3K Sell
356
-20
-5% -$991 ﹤0.01% 721
2025
Q3
$17.7K Hold
376
﹤0.01% 697
2025
Q2
$18.2K Hold
376
﹤0.01% 654
2025
Q1
$20.9K Sell
376
-5
-1% -$271 ﹤0.01% 576
2024
Q4
$18.4K Buy
381
+25
+7% +$1.27K ﹤0.01% 601
2024
Q3
$20.5K Hold
356
﹤0.01% 549
2024
Q2
$17.3K Sell
356
-11
-3% -$531 ﹤0.01% 558
2024
Q1
$17.8K Hold
367
﹤0.01% 538
2023
Q4
$18.3K Hold
367
﹤0.01% 521
2023
Q3
$19.7K Hold
367
﹤0.01% 484
2023
Q2
$19.8K Hold
367
﹤0.01% 464
2023
Q1
$20K Buy
367
+247
+206% +$12K ﹤0.01% 461
2022
Q4
$5.81K Sell
120
-561
-82% -$24.6K ﹤0.01% 636
2022
Q3
$26K Hold
681
﹤0.01% 396
2022
Q2
$34K Buy
681
+600
+741% +$31.8K ﹤0.01% 350
2022
Q1
$4K Hold
81
﹤0.01% 610
2021
Q4
$4K Hold
81
﹤0.01% 591
2021
Q3
$4K Hold
81
﹤0.01% 571
2021
Q2
$4K Hold
81
﹤0.01% 548
2021
Q1
$4K Hold
81
﹤0.01% 505
2020
Q4
$3K Hold
81
﹤0.01% 393
2020
Q3
$4K Hold
81
﹤0.01% 371
2020
Q2
$4K Hold
81
﹤0.01% 356
2020
Q1
$4K Hold
81
﹤0.01% 343
2019
Q4
$4K Sell
81
-19
-19% -$890 ﹤0.01% 340
2019
Q3
$5K Buy
100
+2
+2% +$86 ﹤0.01% 302
2019
Q2
$4K Buy
98
+18
+23% +$765 ﹤0.01% 291
2019
Q1
$3K Hold
80
﹤0.01% 306
2018
Q4
$3K Hold
80
﹤0.01% 306
2018
Q3
$4K Hold
80
﹤0.01% 280
2018
Q2
$3K Sell
80
-26
-25% -$1.02K ﹤0.01% 306
2018
Q1
$4K Sell
106
-31
-23% -$1.29K ﹤0.01% 293
2017
Q4
$6K Hold
137
﹤0.01% 271
2017
Q3
$7K Buy
+137
New +$6.63K 0.01% 260

Other funds holding SNY