Nicola Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-70,000
| Closed | -$2.39M | – | 100 |
|
|
2019
Q3 | $2.39M | Hold |
70,000
| – | – | 0.37% | 79 |
|
|
2019
Q2 | $2.43M | Sell |
70,000
-115,000
| -62% | -$3.99M | 0.4% | 76 |
|
|
2019
Q1 | $5.9M | Sell |
185,000
-45,000
| -20% | -$1.44M | 0.88% | 48 |
|
|
2018
Q4 | $5.4M | Buy |
230,000
+65,000
| +39% | +$1.52M | 0.89% | 46 |
|
|
2018
Q3 | $5.13M | Buy |
165,000
+90,000
| +120% | +$2.8M | 0.88% | 47 |
|
|
2018
Q2 | $2.5M | Hold |
75,000
| – | – | 0.49% | 80 |
|
|
2018
Q1 | $2.52M | Buy |
+75,000
| New | +$2.52M | 0.51% | 76 |
|