SVA Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-119,466
| Closed | -$4.3M | – | 209 |
|
|
2019
Q4 | $4.3M | Sell |
119,466
-1,898
| -2% | -$68.3K | 0.39% | 57 |
|
|
2019
Q3 | $4.14M | Sell |
121,364
-1,828
| -1% | -$62.3K | 0.41% | 58 |
|
|
2019
Q2 | $4.27M | Sell |
123,192
-2,483
| -2% | -$86.1K | 0.42% | 55 |
|
|
2019
Q1 | $4.01M | Buy |
125,675
+2,319
| +2% | +$74K | 0.39% | 58 |
|
|
2018
Q4 | $2.89M | Sell |
123,356
-145,427
| -54% | -$3.41M | 0.33% | 75 |
|
|
2018
Q3 | $8.35M | Sell |
268,783
-21,788
| -7% | -$677K | 0.85% | 27 |
|
|
2018
Q2 | $9.7M | Sell |
290,571
-22,719
| -7% | -$758K | 1.05% | 17 |
|
|
2018
Q1 | $9.73M | Buy |
313,290
+9,440
| +3% | +$293K | 1.2% | 16 |
|
|
2017
Q4 | $11.7M | Sell |
303,850
-9,440
| -3% | -$364K | 1.38% | 12 |
|
|
2017
Q3 | $9.73M | Sell |
313,290
-1,386
| -0.4% | -$43K | 1.2% | 16 |
|
|
2017
Q2 | $9.38M | Buy |
314,676
+4,973
| +2% | +$148K | 1.22% | 17 |
|
|
2017
Q1 | $10.6M | Sell |
309,703
-31,396
| -9% | -$1.08M | 1.44% | 11 |
|
|
2016
Q4 | $12.4M | Sell |
341,099
-16,597
| -5% | -$602K | 1.84% | 8 |
|
|
2016
Q3 | $10M | Buy |
357,696
+14,374
| +4% | +$402K | 1.56% | 11 |
|
|
2016
Q2 | $8.68M | Sell |
343,322
-1,319
| -0.4% | -$33.3K | 1.4% | 14 |
|
|
2016
Q1 | $9.88M | Buy |
344,641
+15,417
| +5% | +$442K | 1.64% | 11 |
|
|
2015
Q4 | $10M | Buy |
329,224
+183,566
| +126% | +$5.58M | 1.73% | 9 |
|
|
2015
Q3 | $4.56M | Buy |
145,658
+4,568
| +3% | +$143K | 0.85% | 37 |
|
|
2015
Q2 | $4.65M | Buy |
141,090
+6,416
| +5% | +$211K | 0.85% | 40 |
|
|
2015
Q1 | $4.09M | Buy |
134,674
+125,915
| +1,438% | +$3.82M | 0.75% | 45 |
|
|
2014
Q4 | $261K | Buy |
+8,759
| New | +$261K | 0.09% | 156 |
|