Keudell/Morrison Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,145
| Closed | -$201K | – | 181 |
|
|
2021
Q2 | $201K | Buy |
+4,145
| New | +$201K | 0.11% | 163 |
|
|
2020
Q1 | – | Sell |
-6,817
| Closed | -$245K | – | 156 |
|
|
2019
Q4 | $245K | Buy |
6,817
+4
| +0.1% | +$144 | 0.17% | 128 |
|
|
2019
Q3 | $232K | Sell |
6,813
-299
| -4% | -$10.2K | 0.19% | 127 |
|
|
2019
Q2 | $245K | Sell |
7,112
-105
| -1% | -$3.62K | 0.21% | 121 |
|
|
2019
Q1 | $230K | Buy |
+7,217
| New | +$230K | 0.2% | 118 |
|