ERTS Wealth Advisors’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,793
| Closed | -$245K | – | 76 |
|
2020
Q2 | $245K | Sell |
4,793
-466
| -9% | -$23.8K | 0.1% | 67 |
|
2020
Q1 | $230K | Sell |
5,259
-21
| -0.4% | -$918 | 0.11% | 70 |
|
2019
Q4 | $265K | Sell |
5,280
-650
| -11% | -$32.6K | 0.12% | 74 |
|
2019
Q3 | $275K | Sell |
5,930
-2,914
| -33% | -$135K | 0.14% | 67 |
|
2019
Q2 | $383K | Buy |
8,844
+24
| +0.3% | +$1.04K | 0.21% | 57 |
|
2019
Q1 | $391K | Buy |
8,820
+235
| +3% | +$10.4K | 0.23% | 58 |
|
2018
Q4 | $373K | Buy |
+8,585
| New | +$373K | 0.27% | 50 |
|