CWP
Cyndeo Wealth Partners’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-162,530
| Closed | -$5.78M | – | 443 |
|
|
2024
Q3 | $5.78M | Buy |
162,530
+6,435
| +4% | +$229K | 0.4% | 79 |
|
|
2024
Q2 | $6.19M | Buy |
156,095
+7,354
| +5% | +$292K | 0.48% | 59 |
|
|
2024
Q1 | $6.04M | Sell |
148,741
-15,895
| -10% | -$645K | 0.5% | 59 |
|
|
2023
Q4 | $5.75M | Buy |
164,636
+39,763
| +32% | +$1.39M | 0.53% | 51 |
|
|
2023
Q3 | $3.33M | Buy |
+124,873
| New | +$3.33M | 0.35% | 94 |
|