Cassady Schiller Wealth Management’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $60K | Hold |
512
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $61.5K | Hold |
512
| – | – | 0.02% | 191 |
|
|
2024
Q2 | $59.1K | Sell |
512
-40
| -7% | -$4.62K | 0.02% | 186 |
|
|
2024
Q1 | $62.4K | Hold |
552
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $59.4K | Hold |
552
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $55.1K | Hold |
552
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $51.9K | Hold |
552
| – | – | 0.03% | 191 |
|
|
2023
Q1 | $53.4K | Hold |
552
| – | – | 0.03% | 189 |
|
|
2022
Q4 | $52.3K | Buy |
+552
| New | +$52.3K | 0.03% | 190 |
|
|
2022
Q1 | – | Sell |
-592
| Closed | -$68K | – | 520 |
|
|
2021
Q4 | $68K | Buy |
+592
| New | +$68K | 0.04% | 173 |
|