Principle Wealth Partners’s Syndax Pharmaceuticals SNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$357K | – | 341 |
|
|
2024
Q1 | $357K | Hold |
15,000
| – | – | 0.03% | 260 |
|
|
2023
Q4 | $324K | Hold |
15,000
| – | – | 0.03% | 259 |
|
|
2023
Q3 | $218K | Hold |
15,000
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $314K | Hold |
15,000
| – | – | 0.03% | 258 |
|
|
2023
Q1 | $317K | Hold |
15,000
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $382K | Buy |
+15,000
| New | +$382K | 0.04% | 221 |
|
|
2022
Q3 | – | Sell |
-14,000
| Closed | -$269K | – | 304 |
|
|
2022
Q2 | $269K | Sell |
14,000
-6,500
| -32% | -$125K | 0.03% | 261 |
|
|
2022
Q1 | $356K | Hold |
20,500
| – | – | 0.04% | 239 |
|
|
2021
Q4 | $449K | Hold |
20,500
| – | – | 0.05% | 215 |
|
|
2021
Q3 | $392K | Hold |
20,500
| – | – | 0.05% | 224 |
|
|
2021
Q2 | $352K | Hold |
20,500
| – | – | 0.04% | 231 |
|
|
2021
Q1 | $458K | Hold |
20,500
| – | – | 0.05% | 199 |
|
|
2020
Q4 | $456K | Buy |
+20,500
| New | +$456K | 0.06% | 188 |
|