Synergy Asset Management’s OR Royalties Inc. OR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
17,617
+3,347
+23% +$86.1K 0.05% 127
2025
Q1
$301K Buy
+14,270
New +$301K 0.04% 138
2021
Q3
Sell
-14,050
Closed -$193K 119
2021
Q2
$193K Buy
+14,050
New +$193K 0.05% 99