Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-200
Closed -$10K 930
2022
Q2
$10K Sell
200
-197
-50% -$10.5K ﹤0.01% 659
2022
Q1
$20K Sell
397
-33
-8% -$1.7K ﹤0.01% 650
2021
Q4
$22K Hold
430
﹤0.01% 677
2021
Q3
$21K Buy
430
+124
+41% +$6.3K ﹤0.01% 642
2021
Q2
$16K Hold
306
﹤0.01% 588
2021
Q1
$15K Hold
306
﹤0.01% 603
2020
Q4
$15K Sell
306
-212
-41% -$10.5K ﹤0.01% 613
2020
Q3
$26K Hold
518
﹤0.01% 540
2020
Q2
$26K Hold
518
﹤0.01% 550
2020
Q1
$23K Hold
518
﹤0.01% 574
2019
Q4
$26K Hold
518
﹤0.01% 608
2019
Q3
$24K Hold
518
﹤0.01% 624
2019
Q2
$22K Hold
518
﹤0.01% 633
2019
Q1
$23K Hold
518
﹤0.01% 634
2018
Q4
$22K Sell
518
-500
-49% -$22.1K ﹤0.01% 568
2018
Q3
$45K Hold
1,018
﹤0.01% 529
2018
Q2
$41K Buy
1,018
+498
+96% +$19.6K ﹤0.01% 565
2018
Q1
$21K Hold
520
﹤0.01% 650
2017
Q4
$22K Hold
520
﹤0.01% 720
2017
Q3
$26K Sell
520
-60
-10% -$2.9K ﹤0.01% 677
2017
Q2
$28K Buy
580
+60
+12% +$2.87K ﹤0.01% 660
2017
Q1
$24K Hold
520
﹤0.01% 680
2016
Q4
$21K Sell
520
-507
-49% -$20K ﹤0.01% 709
2016
Q3
$39K Buy
1,027
+320
+45% +$12.8K ﹤0.01% 615
2016
Q2
$30K Buy
707
+507
+254% +$20.8K ﹤0.01% 630
2016
Q1
$8K Hold
200
﹤0.01% 857
2015
Q4
$9K Sell
200
-69
-26% -$3.17K ﹤0.01% 852
2015
Q3
$13K Sell
269
-991
-79% -$50.5K ﹤0.01% 814
2015
Q2
$62K Sell
1,260
-695
-36% -$35.2K ﹤0.01% 585
2015
Q1
$97K Buy
1,955
+29
+2% +$1.39K ﹤0.01% 563
2014
Q4
$88K Hold
1,926
﹤0.01% 584
2014
Q3
$109K Sell
1,926
-517
-21% -$27.8K ﹤0.01% 567
2014
Q2
$130K Sell
2,443
-170
-7% -$9.02K ﹤0.01% 536
2014
Q1
$137K Sell
2,613
-1,109
-30% -$56.1K ﹤0.01% 532
2013
Q4
$200K Sell
3,722
-724
-16% -$37.4K 0.01% 485
2013
Q3
$225K Buy
4,446
+698
+19% +$35.5K 0.01% 483
2013
Q2
$193K Buy
+3,748
New +$200K ﹤0.01% 891

Other funds holding SNY