Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-145
Closed -$7K 57
2020
Q2
$7K Buy
145
+41
+39% +$1.99K ﹤0.01% 53
2020
Q1
$5K Buy
104
+25
+32% +$1.2K ﹤0.01% 65
2019
Q4
$4K Hold
79
﹤0.01% 74
2019
Q3
$4K Hold
79
﹤0.01% 85
2019
Q2
$3K Sell
79
-89
-53% -$3.79K ﹤0.01% 82
2019
Q1
$7K Sell
168
-32
-16% -$1.37K ﹤0.01% 83
2018
Q4
$9K Hold
200
﹤0.01% 85
2018
Q3
$9K Buy
200
+87
+77% +$3.72K ﹤0.01% 90
2018
Q2
$5K Hold
113
﹤0.01% 91
2018
Q1
$5K Buy
113
+50
+79% +$2.08K ﹤0.01% 100
2017
Q4
$3K Buy
+63
New +$2.9K ﹤0.01% 105

Other funds holding SNY