ISWM
Independent Solutions Wealth Management’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-787
| Closed | -$399K | – | 176 |
|
|
2024
Q3 | $399K | Sell |
787
-3,888
| -83% | -$1.97M | 0.09% | 126 |
|
|
2024
Q2 | $2.78M | Buy |
4,675
+3,828
| +452% | +$2.28M | 0.64% | 46 |
|
|
2024
Q1 | $484K | Sell |
847
-96
| -10% | -$54.9K | 0.11% | 126 |
|
|
2023
Q4 | $486K | Sell |
943
-288
| -23% | -$148K | 0.12% | 122 |
|
|
2023
Q3 | $565K | Sell |
1,231
-35
| -3% | -$16.1K | 0.15% | 118 |
|
|
2023
Q2 | $551K | Buy |
1,266
+40
| +3% | +$17.4K | 0.14% | 120 |
|
|
2023
Q1 | $474K | Buy |
1,226
+14
| +1% | +$5.41K | 0.14% | 122 |
|
|
2022
Q4 | $387K | Buy |
1,212
+491
| +68% | +$157K | 0.12% | 139 |
|
|
2022
Q3 | $220K | Sell |
721
-47
| -6% | -$14.4K | 0.07% | 194 |
|
|
2022
Q2 | $233K | Sell |
768
-191
| -20% | -$58K | 0.07% | 191 |
|
|
2022
Q1 | $320K | Buy |
959
+88
| +10% | +$29.3K | 0.08% | 165 |
|
|
2021
Q4 | $321K | Sell |
871
-2
| -0.2% | -$737 | 0.08% | 173 |
|
|
2021
Q3 | $261K | Buy |
873
+81
| +10% | +$24.3K | 0.06% | 192 |
|
|
2021
Q2 | $218K | Sell |
792
-266
| -25% | -$73.4K | 0.05% | 198 |
|
|
2021
Q1 | $262K | Buy |
1,058
+141
| +15% | +$34.9K | 0.07% | 165 |
|
|
2020
Q4 | $238K | Buy |
+917
| New | +$238K | 0.07% | 168 |
|