Financial Synergies Wealth Advisors’s Bank of America Series L BAC.PRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9	Closed	-$10.7K	–	109
2024 Q1	$10.7K	Buy	+9	New	+$10.7K	﹤0.01%	248
2023 Q4	–	Sell	-9	Closed	-$10K	–	469
2023 Q3	$10K	Hold	9	–	–	﹤0.01%	235
2023 Q2	$10.5K	Buy	+9	New	+$10.5K	﹤0.01%	225