CWM
Cedar Wealth Management’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,950
| Closed | -$198K | – | 346 |
|
|
2024
Q1 | $198K | Sell |
4,950
-2,850
| -37% | -$114K | 0.07% | 110 |
|
|
2023
Q4 | $294K | Sell |
7,800
-2,350
| -23% | -$88.5K | 0.11% | 83 |
|
|
2023
Q3 | $282K | Buy |
10,150
+3,450
| +51% | +$95.9K | 0.11% | 87 |
|
|
2023
Q2 | $203K | Buy |
+6,700
| New | +$203K | 0.08% | 104 |
|