Cerity Partners OCIO’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,263
| Closed | -$208K | – | 335 |
|
|
2019
Q4 | $208K | Sell |
6,263
-6,299
| -50% | -$209K | 0.01% | 323 |
|
|
2019
Q3 | $428K | Sell |
12,562
-1,287
| -9% | -$43.8K | 0.02% | 218 |
|
|
2019
Q2 | $480K | Buy |
+13,849
| New | +$480K | 0.03% | 201 |
|
|
2018
Q4 | – | Sell |
-21,742
| Closed | -$676K | – | 321 |
|
|
2018
Q3 | $676K | Buy |
+21,742
| New | +$676K | 0.04% | 161 |
|