WealthShield Partners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-19,067
| Closed | -$664K | – | 331 |
|
2022
Q1 | $664K | Buy |
19,067
+4,556
| +31% | +$159K | 0.11% | 197 |
|
2021
Q4 | $673K | Buy |
14,511
+828
| +6% | +$38.4K | 0.11% | 170 |
|
2021
Q3 | $669K | Buy |
13,683
+1,103
| +9% | +$53.9K | 0.18% | 115 |
|
2021
Q2 | $610K | Buy |
12,580
+1,470
| +13% | +$71.3K | 0.1% | 147 |
|
2021
Q1 | $452K | Buy |
11,110
+1,355
| +14% | +$55.1K | 0.08% | 165 |
|
2020
Q4 | $339K | Buy |
9,755
+971
| +11% | +$33.7K | 0.06% | 223 |
|
2020
Q3 | $230K | Buy |
+8,784
| New | +$230K | 0.08% | 230 |
|