Creative Planning’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,164
| Closed | -$386K | – | 2944 |
|
|
2023
Q2 | $386K | Buy |
9,164
+2,844
| +45% | +$120K | ﹤0.01% | 1717 |
|
|
2023
Q1 | $225K | Buy |
+6,320
| New | +$225K | ﹤0.01% | 2029 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$12K | – | 3815 |
|
|
2017
Q2 | $12K | Sell |
200
-345
| -63% | -$20.7K | ﹤0.01% | 3496 |
|
|
2017
Q1 | $25K | Buy |
545
+345
| +173% | +$15.8K | ﹤0.01% | 2952 |
|
|
2016
Q4 | $11K | Sell |
200
-191
| -49% | -$10.5K | ﹤0.01% | 3458 |
|
|
2016
Q3 | $17K | Buy |
391
+191
| +96% | +$8.3K | ﹤0.01% | 3141 |
|
|
2016
Q2 | $8K | Sell |
200
-1,200
| -86% | -$48K | ﹤0.01% | 3359 |
|
|
2016
Q1 | $58K | Sell |
1,400
-87
| -6% | -$3.6K | ﹤0.01% | 1983 |
|
|
2015
Q4 | $72K | Buy |
1,487
+487
| +49% | +$23.6K | ﹤0.01% | 1815 |
|
|
2015
Q3 | $40K | Buy |
+1,000
| New | +$40K | ﹤0.01% | 2193 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$7K | – | 3081 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3358 |
|
|
2014
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3450 |
|