Meridian Wealth Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,950
| Closed | -$230K | – | 220 |
|
|
2021
Q4 | $230K | Hold |
4,950
| – | – | 0.06% | 180 |
|
|
2021
Q3 | $242K | Hold |
4,950
| – | – | 0.07% | 173 |
|
|
2021
Q2 | $240K | Hold |
4,950
| – | – | 0.07% | 176 |
|
|
2021
Q1 | $201K | Buy |
+4,950
| New | +$201K | 0.07% | 176 |
|
|
2020
Q1 | – | Sell |
-5,759
| Closed | -$207K | – | 167 |
|
|
2019
Q4 | $207K | Buy |
+5,759
| New | +$207K | 0.08% | 151 |
|
|
2019
Q3 | – | Sell |
-8,490
| Closed | -$295K | – | 162 |
|
|
2019
Q2 | $295K | Sell |
8,490
-366
| -4% | -$12.7K | 0.21% | 96 |
|
|
2019
Q1 | $283K | Sell |
8,856
-885
| -9% | -$28.3K | 0.21% | 93 |
|
|
2018
Q4 | $229K | Buy |
+9,741
| New | +$229K | 0.18% | 112 |
|