SWA
Sax Wealth Advisors’s Synopsys SNPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$336K | – | 175 |
|
|
2022
Q1 | $336K | Hold |
1,009
| – | – | 0.08% | 132 |
|
|
2021
Q4 | $372K | Hold |
1,009
| – | – | 0.08% | 132 |
|
|
2021
Q3 | $302K | Hold |
1,009
| – | – | 0.07% | 132 |
|
|
2021
Q2 | $278K | Hold |
1,009
| – | – | 0.1% | 124 |
|
|
2021
Q1 | $250K | Buy |
+1,009
| New | +$250K | 0.09% | 122 |
|