Regal Investment Advisors’s TD Synnex SNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,266
| Closed | -$244K | – | 598 |
|
|
2023
Q4 | $244K | Buy |
2,266
+8
| +0.4% | +$861 | 0.02% | 464 |
|
|
2023
Q3 | $226K | Sell |
2,258
-3,166
| -58% | -$316K | 0.02% | 444 |
|
|
2023
Q2 | $510K | Sell |
5,424
-267
| -5% | -$25.1K | 0.04% | 291 |
|
|
2023
Q1 | $551K | Buy |
5,691
+1,476
| +35% | +$143K | 0.05% | 273 |
|
|
2022
Q4 | $399K | Sell |
4,215
-81
| -2% | -$7.67K | 0.04% | 322 |
|
|
2022
Q3 | $349K | Buy |
4,296
+13
| +0.3% | +$1.06K | 0.04% | 327 |
|
|
2022
Q2 | $390K | Sell |
4,283
-70
| -2% | -$6.37K | 0.04% | 325 |
|
|
2022
Q1 | $449K | Sell |
4,353
-1,716
| -28% | -$177K | 0.04% | 330 |
|
|
2021
Q4 | $694K | Sell |
6,069
-42
| -0.7% | -$4.8K | 0.06% | 292 |
|
|
2021
Q3 | $636K | Buy |
6,111
+10
| +0.2% | +$1.04K | 0.06% | 301 |
|
|
2021
Q2 | $743K | Buy |
+6,101
| New | +$743K | 0.07% | 270 |
|
|
2021
Q1 | – | Sell |
-3,633
| Closed | -$296K | – | 357 |
|
|
2020
Q4 | $296K | Buy |
+3,633
| New | +$296K | 0.03% | 364 |
|
|
2020
Q3 | – | Sell |
-7,266
| Closed | -$435K | – | 237 |
|
|
2020
Q2 | $435K | Buy |
+7,266
| New | +$435K | 0.08% | 193 |
|