Synergy Asset Management’s Dun & Bradstreet DNB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-62,983
Closed -$739K 98
2023
Q1
$739K Sell
62,983
-12,065
-16% -$142K 0.18% 72
2022
Q4
$920K Buy
+75,048
New +$920K 0.24% 67