Transform Wealth’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-181,649
| Closed | -$2.92M | – | 236 |
|
|
2020
Q1 | $2.92M | Sell |
181,649
-20,293
| -10% | -$327K | 0.62% | 58 |
|
|
2019
Q4 | $7.27M | Buy |
201,942
+437
| +0.2% | +$15.7K | 1.15% | 19 |
|
|
2019
Q3 | $6.87M | Buy |
201,505
+353
| +0.2% | +$12K | 1.22% | 11 |
|
|
2019
Q2 | $6.97M | Buy |
201,152
+37,663
| +23% | +$1.31M | 1.03% | 20 |
|
|
2019
Q1 | $5.22M | Buy |
163,489
+115,497
| +241% | +$3.68M | 0.97% | 36 |
|
|
2018
Q4 | $1.13M | Buy |
47,992
+45
| +0.1% | +$1.06K | 0.23% | 105 |
|
|
2018
Q3 | $1.49M | Buy |
47,947
+3,057
| +7% | +$95K | 0.26% | 102 |
|
|
2018
Q2 | $1.5M | Buy |
44,890
+415
| +0.9% | +$13.8K | 0.27% | 106 |
|
|
2018
Q1 | $1.49M | Buy |
44,475
+2,484
| +6% | +$83.3K | 0.28% | 118 |
|
|
2017
Q4 | $1.62M | Buy |
41,991
+1,509
| +4% | +$58.3K | 0.3% | 109 |
|
|
2017
Q3 | $1.26M | Buy |
+40,482
| New | +$1.26M | 0.44% | 86 |
|
|
2017
Q2 | – | Sell |
-85,003
| Closed | -$2.92M | – | 163 |
|
|
2017
Q1 | $2.92M | Buy |
85,003
+2,593
| +3% | +$89K | 1.09% | 19 |
|
|
2016
Q4 | $2.99M | Buy |
82,410
+9,872
| +14% | +$358K | 1.19% | 13 |
|
|
2016
Q3 | $2.03M | Buy |
72,538
+31,999
| +79% | +$896K | 0.87% | 26 |
|
|
2016
Q2 | $1.03M | Buy |
+40,539
| New | +$1.03M | 0.43% | 80 |
|