One Wealth Advisors’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,876
| Closed | -$329K | – | 226 |
|
|
2021
Q4 | $329K | Sell |
2,876
-202
| -7% | -$23.1K | 0.08% | 125 |
|
|
2021
Q3 | $320K | Buy |
3,078
+6
| +0.2% | +$624 | 0.09% | 136 |
|
|
2021
Q2 | $374K | Buy |
3,072
+82
| +3% | +$9.98K | 0.12% | 97 |
|
|
2021
Q1 | $343K | Buy |
2,990
+225
| +8% | +$25.8K | 0.13% | 91 |
|
|
2020
Q4 | $225K | Buy |
+2,765
| New | +$225K | 0.12% | 110 |
|