Financial Synergies Wealth Advisors’s Xerox XRX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-64	Closed	-$935	–	563
2023 Q4	$935	Buy	+64	New	+$935	﹤0.01%	336
2023 Q2	–	Sell	-64	Closed	-$986	–	541
2023 Q1	$986	Hold	64	–	–	﹤0.01%	375
2022 Q4	$935	Buy	+64	New	+$935	﹤0.01%	336