Elevation Wealth Partners’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-97
| Closed | -$11.4K | – | 512 |
|
|
2024
Q4 | $11.4K | Hold |
97
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $11.6K | Sell |
97
-37
| -28% | -$4.44K | 0.01% | 344 |
|
|
2024
Q2 | $15.5K | Buy |
134
+37
| +38% | +$4.27K | 0.01% | 310 |
|
|
2024
Q1 | $11K | Sell |
97
-153
| -61% | -$17.3K | 0.01% | 346 |
|
|
2023
Q4 | $25K | Hold |
250
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $25K | Hold |
250
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $23.5K | Hold |
250
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $24.2K | Buy |
+250
| New | +$24.2K | 0.02% | 203 |
|