Concert Wealth Management’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-16,013
| Closed | -$614K | – | 858 |
|
2016
Q3 | $614K | Sell |
16,013
-519
| -3% | -$19.9K | 0.07% | 333 |
|
2016
Q2 | $688K | Buy |
16,532
+1,004
| +6% | +$41.8K | 0.09% | 270 |
|
2016
Q1 | $620K | Sell |
15,528
-65
| -0.4% | -$2.6K | 0.08% | 297 |
|
2015
Q4 | $662K | Sell |
15,593
-655
| -4% | -$27.8K | 0.09% | 295 |
|
2015
Q3 | $766K | Buy |
16,248
+339
| +2% | +$16K | 0.1% | 254 |
|
2015
Q2 | $785K | Sell |
15,909
-240
| -1% | -$11.8K | 0.1% | 260 |
|
2015
Q1 | $623K | Buy |
16,149
+217
| +1% | +$8.37K | 0.18% | 168 |
|
2014
Q4 | $731K | Buy |
15,932
+11,677
| +274% | +$536K | 0.11% | 242 |
|
2014
Q3 | $239K | Buy |
4,255
+128
| +3% | +$7.19K | 0.03% | 445 |
|
2014
Q2 | $211K | Sell |
4,127
-100
| -2% | -$5.11K | 0.03% | 502 |
|
2014
Q1 | $220K | Hold |
4,227
| – | – | 0.03% | 482 |
|
2013
Q4 | $225K | Sell |
4,227
-70
| -2% | -$3.73K | 0.03% | 464 |
|
2013
Q3 | $217K | Sell |
4,297
-18
| -0.4% | -$909 | 0.03% | 464 |
|
2013
Q2 | $221K | Buy |
+4,315
| New | +$221K | 0.03% | 423 |
|