Mark Sheptoff Financial Planning’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-400
| Closed | -$20K | – | 362 |
|
|
2020
Q2 | $20K | Sell |
400
-14,250
| -97% | -$713K | 0.01% | 198 |
|
|
2020
Q1 | $640K | Buy |
+14,650
| New | +$640K | 0.48% | 41 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$6K | – | 381 |
|
|
2018
Q2 | $6K | Sell |
150
-1,450
| -91% | -$58K | ﹤0.01% | 310 |
|
|
2018
Q1 | $64K | Sell |
1,600
-200
| -11% | -$8K | 0.04% | 150 |
|
|
2017
Q4 | $77K | Hold |
1,800
| – | – | 0.05% | 153 |
|
|
2017
Q3 | $90K | Hold |
1,800
| – | – | 0.06% | 148 |
|
|
2017
Q2 | $86K | Sell |
1,800
-201
| -10% | -$9.6K | 0.06% | 145 |
|
|
2017
Q1 | $91K | Sell |
2,001
-499
| -20% | -$22.7K | 0.06% | 145 |
|
|
2016
Q4 | $101K | Buy |
+2,500
| New | +$101K | 0.08% | 138 |
|
|
2016
Q1 | – | Sell |
-1,350
| Closed | -$58K | – | 397 |
|
|
2015
Q4 | $58K | Sell |
1,350
-2,631
| -66% | -$113K | 0.05% | 160 |
|
|
2015
Q3 | $189K | Sell |
3,981
-69
| -2% | -$3.28K | 0.17% | 94 |
|
|
2015
Q2 | $201K | Sell |
4,050
-500
| -11% | -$24.8K | 0.16% | 100 |
|
|
2015
Q1 | $225K | Buy |
4,550
+3,450
| +314% | +$171K | 0.19% | 93 |
|
|
2014
Q4 | $50K | Sell |
1,100
-2,000
| -65% | -$90.9K | 0.04% | 169 |
|
|
2014
Q3 | $175K | Buy |
3,100
+800
| +35% | +$45.2K | 0.15% | 110 |
|
|
2014
Q2 | $122K | Buy |
2,300
+1,100
| +92% | +$58.3K | 0.1% | 131 |
|
|
2014
Q1 | $63K | Buy |
+1,200
| New | +$63K | 0.06% | 166 |
|