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Synergy Financial Group’s Trex TREX Stock Holding History

Synergy Financial Group’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,446
Closed -$225K – 93
2022
Q1 		$225K Buy
3,446
+1,058
+44% +$69.1K 0.24% 92
2021
Q4 		$322K Buy
+2,388
New +$322K 0.29% 77