TWA
TCI Wealth Advisors’s Synchrony SYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-659
| Closed | -$19.2K | – | 2009 |
|
|
2023
Q1 | $19.2K | Sell |
659
-276
| -30% | -$8.03K | ﹤0.01% | 729 |
|
|
2022
Q4 | $30.7K | Buy |
935
+276
| +42% | +$9.07K | ﹤0.01% | 535 |
|
|
2022
Q3 | $19K | Buy |
659
+17
| +3% | +$490 | ﹤0.01% | 686 |
|
|
2022
Q2 | $18K | Sell |
642
-9
| -1% | -$252 | ﹤0.01% | 689 |
|
|
2022
Q1 | $23K | Sell |
651
-442
| -40% | -$15.6K | ﹤0.01% | 637 |
|
|
2021
Q4 | $51K | Hold |
1,093
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $53K | Buy |
1,093
+318
| +41% | +$15.4K | 0.01% | 387 |
|
|
2021
Q2 | $38K | Buy |
775
+25
| +3% | +$1.23K | 0.01% | 442 |
|
|
2021
Q1 | $30K | Buy |
750
+118
| +19% | +$4.72K | 0.01% | 464 |
|
|
2020
Q4 | $22K | Sell |
632
-900
| -59% | -$31.3K | 0.01% | 456 |
|
|
2020
Q3 | $40K | Buy |
1,532
+129
| +9% | +$3.37K | 0.02% | 335 |
|
|
2020
Q2 | $31K | Sell |
1,403
-18
| -1% | -$398 | 0.01% | 368 |
|
|
2020
Q1 | $23K | Sell |
1,421
-59
| -4% | -$955 | 0.01% | 424 |
|
|
2019
Q4 | $53K | Buy |
1,480
+43
| +3% | +$1.54K | 0.02% | 368 |
|
|
2019
Q3 | $49K | Hold |
1,437
| – | – | 0.02% | 332 |
|
|
2019
Q2 | $50K | Buy |
1,437
+16
| +1% | +$557 | 0.02% | 308 |
|
|
2019
Q1 | $45K | Sell |
1,421
-596
| -30% | -$18.9K | 0.02% | 354 |
|
|
2018
Q4 | $47K | Buy |
2,017
+87
| +5% | +$2.03K | 0.02% | 316 |
|
|
2018
Q3 | $60K | Buy |
1,930
+8
| +0.4% | +$249 | 0.03% | 298 |
|
|
2018
Q2 | $64K | Buy |
1,922
+7
| +0.4% | +$233 | 0.03% | 286 |
|
|
2018
Q1 | $64K | Hold |
1,915
| – | – | 0.03% | 282 |
|
|
2017
Q4 | $74K | Hold |
1,915
| – | – | 0.03% | 280 |
|
|
2017
Q3 | $59K | Hold |
1,915
| – | – | 0.03% | 289 |
|
|
2017
Q2 | $57K | Hold |
1,915
| – | – | 0.03% | 288 |
|
|
2017
Q1 | $66K | Hold |
1,915
| – | – | 0.03% | 266 |
|
|
2016
Q4 | $69K | Buy |
1,915
+596
| +45% | +$21.5K | 0.04% | 282 |
|
|
2016
Q3 | $37K | Hold |
1,319
| – | – | 0.02% | 336 |
|
|
2016
Q2 | $33K | Buy |
1,319
+1,156
| +709% | +$28.9K | 0.02% | 344 |
|
|
2016
Q1 | $5K | Hold |
163
| – | – | ﹤0.01% | 732 |
|
|
2015
Q4 | $5K | Buy |
+163
| New | +$5K | ﹤0.01% | 725 |
|