Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$217K Buy
4,959
+92
+2% +$4.4K 0.23% 110
2019
Q4
$244K Buy
4,867
+1
+0% +$47 0.2% 144
2019
Q3
$225K Buy
+4,866
New +$210K 0.19% 147
2019
Q2
Sell
-4,955
Closed -$219K 198
2019
Q1
$219K Buy
+4,955
New +$212K 0.19% 148
2018
Q3
Sell
-5,398
Closed -$216K 205
2018
Q2
$216K Sell
5,398
-32
-0.6% -$1.26K 0.13% 166
2018
Q1
$218K Buy
5,430
+604
+13% +$25.1K 0.12% 188
2017
Q4
$208K Hold
4,826
0.12% 167
2017
Q3
$240K Buy
4,826
+451
+10% +$21.8K 0.14% 134
2017
Q2
$210K Buy
+4,375
New +$209K 0.11% 190

Other funds holding SNY