WealthPLAN Partners’s Syngenta Ag SYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,365
| Closed | -$220K | – | 290 |
|
|
2017
Q4 | $220K | Hold |
2,365
| – | – | 0.06% | 190 |
|
|
2017
Q3 | $218K | Hold |
2,365
| – | – | 0.06% | 173 |
|
|
2017
Q2 | $219K | Buy |
+2,365
| New | +$218K | 0.06% | 159 |
|
|
2016
Q3 | $208K | Sell |
2,365
-2,365
| -50% | -$195K | 0.07% | 142 |
|
|
2016
Q2 | $182K | Buy |
+4,730
| New | +$383K | 0.02% | 411 |
|
|
2015
Q4 | $182K | Buy |
+6,924
| New | +$495K | 0.03% | 284 |
|
|
2015
Q2 | $188K | Buy |
2,308
+52
| +2% | +$4.18K | 0.08% | 95 |
|
|
2015
Q1 | $153K | Buy |
+2,256
| New | +$152K | 0.07% | 134 |
|