Byrne Asset Management’s MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 SVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-700
Closed -$5K 594
2023
Q3
$5K Buy
+700
New +$5K ﹤0.01% 404

Byrne Asset Management's SVC Position: Q4 2023 in Review

Byrne Asset Management sold out of MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 (SVC) in Q4 2023, closing a stake of 700 shares — an estimated $5K sold.

Byrne Asset Management first reported a position in SVC in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 0 funds tracked by Wall St. Rank hold SVC as of Q4 2023.

  • Byrne Asset Management reported no remaining MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 position as of Q4 2023 after selling out during the quarter.
  • Byrne Asset Management sold 700 MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 shares in Q4 2023, an estimated $5K.
  • Byrne Asset Management first reported a position in MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 in Q3 2023 and held it in 1 quarter.
  • Byrne Asset Management's MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 position peaked at $5K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held MERRILL LYNCH & CO INC PRIN PROTECTED RNGE NT LKD TO S&P 500 as of Q4 2023.

Based on Byrne Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.