Wealthspire Advisors (Maryland)’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,917
| Closed | -$93K | – | 1874 |
|
|
2019
Q1 | $93K | Buy |
2,917
+62
| +2% | +$1.98K | 0.01% | 665 |
|
|
2018
Q4 | $67K | Sell |
2,855
-564
| -16% | -$13.2K | 0.01% | 743 |
|
|
2018
Q3 | $106K | Sell |
3,419
-1,591
| -32% | -$49.3K | 0.01% | 661 |
|
|
2018
Q2 | $167K | Sell |
5,010
-52
| -1% | -$1.73K | 0.02% | 516 |
|
|
2018
Q1 | $170K | Sell |
5,062
-205
| -4% | -$6.89K | 0.02% | 526 |
|
|
2017
Q4 | $203K | Buy |
5,267
+213
| +4% | +$8.21K | 0.02% | 484 |
|
|
2017
Q3 | $157K | Buy |
5,054
+187
| +4% | +$5.81K | 0.02% | 558 |
|
|
2017
Q2 | $145K | Sell |
4,867
-1,008
| -17% | -$30K | 0.02% | 558 |
|
|
2017
Q1 | $202K | Buy |
5,875
+390
| +7% | +$13.4K | 0.03% | 389 |
|
|
2016
Q4 | $199K | Buy |
5,485
+135
| +3% | +$4.9K | 0.03% | 369 |
|
|
2016
Q3 | $150K | Buy |
5,350
+225
| +4% | +$6.31K | 0.02% | 469 |
|
|
2016
Q2 | $130K | Sell |
5,125
-1,587
| -24% | -$40.3K | 0.02% | 476 |
|
|
2016
Q1 | $192K | Sell |
6,712
-1,070
| -14% | -$30.6K | 0.03% | 373 |
|
|
2015
Q4 | $237K | Buy |
+7,782
| New | +$237K | 0.04% | 321 |
|