GYL Financial Synergies’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $623K | Buy |
|
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|
2023
Q3 | $569K | Sell |
|
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $544K | Buy |
|
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $543K | Hold |
|
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $710K | Hold |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $463K | Hold |
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|
2020
Q4 | $499K | Hold |
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|
2020
Q3 | $502K | Hold |
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|
2020
Q2 | $493K | Hold |
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|
2020
Q1 | $391K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $385K | Hold |
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|
2018
Q4 | $310K | Buy |
|