WR Wealth Planners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $89.8K | Buy |
1,382
+112
| +9% | +$7.28K | 0.03% | 248 |
|
|
2024
Q3 | $63.3K | Buy |
1,270
+554
| +77% | +$27.6K | 0.02% | 304 |
|
|
2024
Q2 | $33.8K | Buy |
716
+326
| +84% | +$15.4K | 0.01% | 375 |
|
|
2024
Q1 | $16.8K | Buy |
+390
| New | +$16.8K | 0.01% | 488 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$6.11K | – | 781 |
|
|
2023
Q3 | $6.11K | Hold |
200
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $6.78K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $5.82K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $6.57K | Hold |
200
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $5.64K | Hold |
200
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $5.52K | Hold |
200
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $6.96K | Buy |
+200
| New | +$6.96K | ﹤0.01% | 332 |
|