Financial Synergies Wealth Advisors’s Scansource SCSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$353 | – | 392 |
|
|
2024
Q1 | $353 | Hold |
8
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $234 | Hold |
8
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $243 | Hold |
8
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $237 | Hold |
8
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $244 | Hold |
8
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $234 | Hold |
8
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $212 | Hold |
8
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $250 | Buy |
+8
| New | +$250 | ﹤0.01% | 456 |
|