Financial Synergies Wealth Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$472 | – | 357 |
|
|
2024
Q1 | $472 | Hold |
6
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $266 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $382 | Hold |
6
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $338 | Hold |
6
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $295 | Hold |
6
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $266 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $250 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $319 | Buy |
+6
| New | +$319 | ﹤0.01% | 436 |
|