Synergy Asset Management’s Mueller Industries MLI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,792
Closed -$218K 166
2023
Q3
$218K Buy
5,792
+612
+12% +$23K 0.04% 121
2023
Q2
$226K Buy
+5,180
New +$226K 0.06% 78