Financial Synergies Wealth Advisors’s New Found Gold NFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20
Closed -$74 313
2024
Q1
$74 Hold
20
﹤0.01% 498
2023
Q4
$81 Hold
20
﹤0.01% 453
2023
Q3
$84 Hold
20
﹤0.01% 492
2023
Q2
$99 Hold
20
﹤0.01% 489
2023
Q1
$100 Hold
20
﹤0.01% 487
2022
Q4
$81 Sell
20
-9,626
-100% -$39K ﹤0.01% 453
2022
Q3
$34.1K Sell
9,646
-3,437
-26% -$12.1K 0.01% 106
2022
Q2
$58.7K Buy
+13,083
New +$58.7K 0.01% 98