FSWA
SWCH

Financial Synergies Wealth Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio SWCH Stock Details SWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33
Closed -$1.11K – 509
2022
Q3 		$1.11K Hold
33
– – ﹤0.01% 287
2022
Q2 		$1.11K Buy
+33
New +$1.11K ﹤0.01% 296