YorkBridge Wealth Partners’s Synopsys SNPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,196
| Closed | -$296K | – | 250 |
|
|
2021
Q1 | $296K | Buy |
1,196
+303
| +34% | +$75K | 0.09% | 198 |
|
|
2020
Q4 | $232K | Buy |
+893
| New | +$232K | 0.08% | 183 |
|
|
2019
Q3 | – | Sell |
-1,270
| Closed | -$163K | – | 565 |
|
|
2019
Q2 | $163K | Sell |
1,270
-196
| -13% | -$25.2K | 0.07% | 205 |
|
|
2019
Q1 | $169K | Sell |
1,466
-42
| -3% | -$4.84K | 0.08% | 183 |
|
|
2018
Q4 | $127K | Sell |
1,508
-26
| -2% | -$2.19K | 0.07% | 211 |
|
|
2018
Q3 | $150K | Sell |
1,534
-72
| -4% | -$7.04K | 0.07% | 212 |
|
|
2018
Q2 | $137K | Buy |
1,606
+46
| +3% | +$3.92K | 0.06% | 234 |
|
|
2018
Q1 | $132K | Buy |
1,560
+75
| +5% | +$6.35K | 0.06% | 241 |
|
|
2017
Q4 | $130K | Sell |
1,485
-7
| -0.5% | -$613 | 0.06% | 232 |
|
|
2017
Q3 | $120K | Sell |
1,492
-50
| -3% | -$4.02K | 0.06% | 238 |
|
|
2017
Q2 | $111K | Buy |
1,542
+55
| +4% | +$3.96K | 0.06% | 252 |
|
|
2017
Q1 | $110K | Buy |
1,487
+92
| +7% | +$6.81K | 0.06% | 244 |
|
|
2016
Q4 | $86K | Buy |
+1,395
| New | +$86K | 0.05% | 258 |
|