YorkBridge Wealth Partners’s Sanofi SNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,846
| Closed | -$203K | – | 263 |
|
2021
Q2 | $203K | Buy |
+3,846
| New | +$203K | 0.05% | 242 |
|
2020
Q3 | – | Sell |
-4,087
| Closed | -$209K | – | 181 |
|
2020
Q2 | $209K | Buy |
+4,087
| New | +$209K | 0.1% | 167 |
|
2019
Q3 | – | Sell |
-3,076
| Closed | -$133K | – | 567 |
|
2019
Q2 | $133K | Buy |
3,076
+700
| +29% | +$30.3K | 0.06% | 247 |
|
2019
Q1 | $105K | Sell |
2,376
-700
| -23% | -$30.9K | 0.05% | 267 |
|
2018
Q4 | $134K | Hold |
3,076
| – | – | 0.07% | 204 |
|
2018
Q3 | $138K | Buy |
3,076
+700
| +29% | +$31.4K | 0.06% | 230 |
|
2018
Q2 | $95K | Hold |
2,376
| – | – | 0.04% | 298 |
|
2018
Q1 | $97K | Hold |
2,376
| – | – | 0.04% | 297 |
|
2017
Q4 | $99K | Sell |
2,376
-700
| -23% | -$29.2K | 0.05% | 293 |
|
2017
Q3 | $153K | Hold |
3,076
| – | – | 0.08% | 208 |
|
2017
Q2 | $147K | Buy |
3,076
+776
| +34% | +$37.1K | 0.08% | 202 |
|
2017
Q1 | $111K | Sell |
2,300
-700
| -23% | -$33.8K | 0.06% | 242 |
|
2016
Q4 | $120K | Buy |
+3,000
| New | +$120K | 0.07% | 212 |
|