Shepherd Kaplan Krochuk’s Syntax Stratified U.S. Total Market ETF SYUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$690K Sell
2024
Q1
$735K Sell
2023
Q4
$2.02M Buy
2023
Q3
$1.83M Buy
2023
Q2
$1.89M Buy
2023
Q1
$1.51M Buy
2022
Q4
$1.09M Buy
2022
Q3
$510K Buy