TrueWealth LLC’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $127K | Hold |
6,175
| – | – | 0.05% | 180 |
|
2020
Q1 | $108K | Hold |
6,175
| – | – | 0.05% | 179 |
|
2019
Q4 | $242K | Hold |
6,175
| – | – | 0.1% | 124 |
|
2019
Q3 | $221K | Hold |
6,175
| – | – | 0.1% | 125 |
|
2019
Q2 | $216K | Hold |
6,175
| – | – | 0.1% | 129 |
|
2019
Q1 | $212K | Hold |
6,175
| – | – | 0.1% | 130 |
|
2018
Q4 | $198K | Hold |
6,175
| – | – | 0.1% | 125 |
|
2018
Q3 | $283K | Hold |
6,175
| – | – | 0.13% | 106 |
|
2018
Q2 | $326K | Buy |
6,175
+195
| +3% | +$10.3K | 0.16% | 97 |
|
2018
Q1 | $299K | Hold |
5,980
| – | – | 0.15% | 97 |
|
2017
Q4 | $287K | Buy |
+5,980
| New | +$287K | 0.13% | 104 |
|