GYL Financial Synergies’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $574K | Sell |
1,249
-5
| -0.4% | -$2.3K | 0.04% | 224 |
|
|
2024
Q2 | $512K | Sell |
1,254
-13
| -1% | -$5.31K | 0.04% | 231 |
|
|
2024
Q1 | $576K | Sell |
1,267
-39
| -3% | -$17.7K | 0.05% | 223 |
|
|
2023
Q4 | $623K | Buy |
1,306
+5
| +0.4% | +$2.39K | 0.05% | 221 |
|
|
2023
Q3 | $569K | Sell |
1,301
-75
| -5% | -$32.8K | 0.06% | 223 |
|
|
2023
Q2 | $551K | Sell |
1,376
-51
| -4% | -$20.4K | 0.05% | 229 |
|
|
2023
Q1 | $592K | Buy |
1,427
+71
| +5% | +$29.5K | 0.07% | 174 |
|
|
2022
Q4 | $544K | Buy |
1,356
+5
| +0.4% | +$2.01K | 0.12% | 116 |
|
|
2022
Q3 | $541K | Sell |
1,351
-60
| -4% | -$24K | 0.15% | 95 |
|
|
2022
Q2 | $543K | Hold |
1,411
| – | – | 0.15% | 92 |
|
|
2022
Q1 | $613K | Sell |
1,411
-50
| -3% | -$21.7K | 0.15% | 89 |
|
|
2021
Q4 | $710K | Hold |
1,461
| – | – | 0.19% | 87 |
|
|
2021
Q3 | $577K | Sell |
1,461
-39
| -3% | -$15.4K | 0.29% | 85 |
|
|
2021
Q2 | $503K | Hold |
1,500
| – | – | 0.26% | 99 |
|
|
2021
Q1 | $463K | Hold |
1,500
| – | – | 0.25% | 102 |
|
|
2020
Q4 | $499K | Hold |
1,500
| – | – | 0.29% | 88 |
|
|
2020
Q3 | $502K | Hold |
1,500
| – | – | 0.33% | 78 |
|
|
2020
Q2 | $493K | Hold |
1,500
| – | – | 0.36% | 69 |
|
|
2020
Q1 | $391K | Hold |
1,500
| – | – | 0.25% | 76 |
|
|
2019
Q4 | $402K | Hold |
1,500
| – | – | 0.18% | 94 |
|
|
2019
Q3 | $364K | Buy |
1,500
+50
| +3% | +$12.1K | 0.18% | 102 |
|
|
2019
Q2 | $416K | Sell |
1,450
-100
| -6% | -$28.7K | 0.22% | 79 |
|
|
2019
Q1 | $385K | Hold |
1,550
| – | – | 0.22% | 85 |
|
|
2018
Q4 | $310K | Buy |
+1,550
| New | +$310K | 0.23% | 93 |
|