Sheets Smith Wealth Management’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-9,211
| Closed | -$487K | – | 349 |
|
2018
Q2 | $487K | Buy |
+9,211
| New | +$487K | 0.11% | 197 |
|
2015
Q3 | – | Sell |
-35,832
| Closed | -$1.1M | – | 234 |
|
2015
Q2 | $1.1M | Buy |
35,832
+297
| +0.8% | +$9.15K | 0.3% | 102 |
|
2015
Q1 | $995K | Sell |
35,535
-339
| -0.9% | -$9.49K | 0.27% | 109 |
|
2014
Q4 | $972K | Buy |
+35,874
| New | +$972K | 0.25% | 119 |
|