SFC
SYM Financial Corp’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
13,552
-1,555
| -10% | -$200K | 0.2% | 34 |
|
|
2025
Q1 | $1.76M | Buy |
15,107
+371
| +3% | +$43.2K | 0.22% | 27 |
|
|
2024
Q4 | $1.73M | Sell |
14,736
-290
| -2% | -$34.1K | 0.22% | 29 |
|
|
2024
Q3 | $1.8M | Sell |
15,026
-145
| -1% | -$17.3K | 0.24% | 32 |
|
|
2024
Q2 | $1.71M | Sell |
15,171
-68
| -0.4% | -$7.64K | 0.27% | 25 |
|
|
2024
Q1 | $1.68M | Sell |
15,239
-151
| -1% | -$16.6K | 0.28% | 24 |
|
|
2023
Q4 | $1.57M | Sell |
15,390
-2,104
| -12% | -$214K | 0.25% | 26 |
|
|
2023
Q3 | $1.62M | Sell |
17,494
-1,348
| -7% | -$125K | 0.29% | 23 |
|
|
2023
Q2 | $1.81M | Sell |
18,842
-2,476
| -12% | -$238K | 0.37% | 19 |
|
|
2023
Q1 | $1.94M | Sell |
21,318
-5,542
| -21% | -$505K | 0.43% | 18 |
|
|
2022
Q4 | $2.28M | Sell |
26,860
-11,645
| -30% | -$988K | 0.54% | 13 |
|
|
2022
Q3 | $3M | Buy |
38,505
+15,159
| +65% | +$1.18M | 1.45% | 10 |
|
|
2022
Q2 | $1.96M | Buy |
23,346
+10,377
| +80% | +$870K | 0.93% | 13 |
|
|
2022
Q1 | $1.29M | Buy |
12,969
+980
| +8% | +$97.8K | 0.56% | 15 |
|
|
2021
Q4 | $1.27M | Sell |
11,989
-105
| -0.9% | -$11.1K | 0.49% | 16 |
|
|
2021
Q3 | $1.21M | Hold |
12,094
| – | – | 0.71% | 13 |
|
|
2021
Q2 | $1.22M | Hold |
12,094
| – | – | 0.7% | 13 |
|
|
2021
Q1 | $1.15M | Sell |
12,094
-350
| -3% | -$33.3K | 0.66% | 12 |
|
|
2020
Q4 | $1.13M | Sell |
12,444
-227
| -2% | -$20.6K | 0.83% | 8 |
|
|
2020
Q3 | $1.01M | Hold |
12,671
| – | – | 0.76% | 10 |
|
|
2020
Q2 | $934K | Sell |
12,671
-1,497
| -11% | -$110K | 0.75% | 12 |
|
|
2020
Q1 | $886K | Buy |
14,168
+1,593
| +13% | +$99.6K | 0.89% | 11 |
|
|
2019
Q4 | $997K | Buy |
12,575
+330
| +3% | +$26.2K | 0.66% | 10 |
|
|
2019
Q3 | $903K | Sell |
12,245
-2,913
| -19% | -$215K | 0.6% | 10 |
|
|
2019
Q2 | $1.12M | Buy |
15,158
+2,426
| +19% | +$179K | 0.72% | 10 |
|
|
2019
Q1 | $919K | Sell |
12,732
-4,539
| -26% | -$328K | 0.58% | 10 |
|
|
2018
Q4 | $1.11M | Buy |
17,271
+5,893
| +52% | +$378K | 0.44% | 15 |
|
|
2018
Q3 | $845K | Buy |
11,378
+20
| +0.2% | +$1.49K | 0.47% | 9 |
|
|
2018
Q2 | $808K | Sell |
11,358
-4,881
| -30% | -$347K | 0.48% | 6 |
|
|
2018
Q1 | $1.16M | Sell |
16,239
-362
| -2% | -$25.9K | 0.71% | 5 |
|
|
2017
Q4 | $1.2M | Buy |
+16,601
| New | +$1.2M | 0.54% | 7 |
|