WIM
Wittenberg Investment Management’s Synchrony SYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,611
| Closed | -$230K | – | 80 |
|
|
2024
Q3 | $230K | Hold |
4,611
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $218K | Buy |
+4,611
| New | +$218K | 0.07% | 75 |
|
|
2022
Q2 | – | Sell |
-5,511
| Closed | -$192K | – | 89 |
|
|
2022
Q1 | $192K | Hold |
5,511
| – | – | 0.07% | 70 |
|
|
2021
Q4 | $256K | Sell |
5,511
-9
| -0.2% | -$418 | 0.09% | 68 |
|
|
2021
Q3 | $270K | Hold |
5,520
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $268K | Hold |
5,520
| – | – | 0.11% | 65 |
|
|
2021
Q1 | $224K | Buy |
+5,520
| New | +$224K | 0.1% | 65 |
|
|
2020
Q1 | – | Sell |
-7,886
| Closed | -$284K | – | 80 |
|
|
2019
Q4 | $284K | Sell |
7,886
-820
| -9% | -$29.5K | 0.11% | 63 |
|
|
2019
Q3 | $297K | Sell |
8,706
-230
| -3% | -$7.85K | 0.13% | 61 |
|
|
2019
Q2 | $310K | Sell |
8,936
-986
| -10% | -$34.2K | 0.13% | 63 |
|
|
2019
Q1 | $317K | Hold |
9,922
| – | – | 0.13% | 64 |
|
|
2018
Q4 | $233K | Buy |
9,922
+218
| +2% | +$5.12K | 0.11% | 69 |
|
|
2018
Q3 | $302K | Hold |
9,704
| – | – | 0.12% | 65 |
|
|
2018
Q2 | $324K | Sell |
9,704
-524
| -5% | -$17.5K | 0.14% | 66 |
|
|
2018
Q1 | $343K | Hold |
10,228
| – | – | 0.15% | 62 |
|
|
2017
Q4 | $395K | Hold |
10,228
| – | – | 0.17% | 54 |
|
|
2017
Q3 | $318K | Hold |
10,228
| – | – | 0.14% | 61 |
|
|
2017
Q2 | $305K | Sell |
10,228
-100
| -1% | -$2.98K | 0.14% | 59 |
|
|
2017
Q1 | $354K | Hold |
10,328
| – | – | 0.17% | 57 |
|
|
2016
Q4 | $375K | Buy |
+10,328
| New | +$375K | 0.17% | 61 |
|