Valley Wealth Managers’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-448,607
| Closed | -$15M | – | 122 |
|
|
2018
Q2 | $15M | Sell |
448,607
-242
| -0.1% | -$8.08K | 1.83% | 36 |
|
|
2018
Q1 | $15.1M | Buy |
448,849
+14,465
| +3% | +$485K | 1.83% | 34 |
|
|
2017
Q4 | $16.8M | Sell |
434,384
-5,770
| -1% | -$223K | 2.02% | 29 |
|
|
2017
Q3 | $13.7M | Buy |
440,154
+11,738
| +3% | +$364K | 1.72% | 39 |
|
|
2017
Q2 | $12.8M | Buy |
428,416
+26,461
| +7% | +$789K | 1.71% | 40 |
|
|
2017
Q1 | $13.8M | Buy |
401,955
+13,985
| +4% | +$480K | 1.83% | 34 |
|
|
2016
Q4 | $14.1M | Sell |
387,970
-1,817
| -0.5% | -$65.9K | 2.01% | 22 |
|
|
2016
Q3 | $10.9M | Buy |
389,787
+14,912
| +4% | +$418K | 1.6% | 41 |
|
|
2016
Q2 | $9.48M | Buy |
374,875
+34,175
| +10% | +$864K | 1.44% | 41 |
|
|
2016
Q1 | $9.76M | Buy |
340,700
+76,710
| +29% | +$2.2M | 1.65% | 41 |
|
|
2015
Q4 | $8.03M | Sell |
263,990
-88,785
| -25% | -$2.7M | 1.44% | 39 |
|
|
2015
Q3 | $11M | Buy |
+352,775
| New | +$11M | 2.01% | 32 |
|