Dynamic Advisor Solutions’s Synchrony SYF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,734
| Closed | -$269K | – | 770 |
|
2022
Q1 | $269K | Sell |
7,734
-1,910
| -20% | -$66.4K | 0.02% | 591 |
|
2021
Q4 | $447K | Buy |
9,644
+1,208
| +14% | +$56K | 0.03% | 462 |
|
2021
Q3 | $412K | Buy |
8,436
+1,392
| +20% | +$68K | 0.03% | 490 |
|
2021
Q2 | $342K | Sell |
7,044
-84
| -1% | -$4.08K | 0.03% | 512 |
|
2021
Q1 | $290K | Sell |
7,128
-86
| -1% | -$3.5K | 0.03% | 511 |
|
2020
Q4 | $250K | Sell |
7,214
-480
| -6% | -$16.6K | 0.02% | 542 |
|
2020
Q3 | $201K | Buy |
+7,694
| New | +$201K | 0.02% | 529 |
|
2020
Q1 | – | Sell |
-6,128
| Closed | -$221K | – | 569 |
|
2019
Q4 | $221K | Sell |
6,128
-222
| -3% | -$8.01K | 0.03% | 479 |
|
2019
Q3 | $216K | Buy |
6,350
+22
| +0.3% | +$748 | 0.03% | 454 |
|
2019
Q2 | $219K | Buy |
+6,328
| New | +$219K | 0.04% | 433 |
|
2018
Q3 | – | Sell |
-6,337
| Closed | -$212K | – | 431 |
|
2018
Q2 | $212K | Buy |
+6,337
| New | +$212K | 0.05% | 361 |
|