Synergy Financial Group’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,429
| Closed | -$609K | – | 87 |
|
|
2024
Q1 | $609K | Sell |
4,429
-13
| -0.3% | -$1.79K | 0.69% | 36 |
|
|
2023
Q4 | $546K | Sell |
4,442
-54
| -1% | -$6.64K | 0.67% | 33 |
|
|
2023
Q3 | $413K | Hold |
4,496
| – | – | 0.58% | 39 |
|
|
2023
Q2 | $352K | Hold |
4,496
| – | – | 0.47% | 46 |
|
|
2023
Q1 | $449K | Hold |
4,496
| – | – | 0.73% | 34 |
|
|
2022
Q4 | $345K | Sell |
4,496
-1,557
| -26% | -$120K | 0.68% | 40 |
|
|
2022
Q3 | $474K | Hold |
6,053
| – | – | 0.71% | 45 |
|
|
2022
Q2 | $397K | Hold |
6,053
| – | – | 0.62% | 49 |
|
|
2022
Q1 | $632K | Buy |
6,053
+1,617
| +36% | +$169K | 0.66% | 40 |
|
|
2021
Q4 | $700K | Buy |
+4,436
| New | +$700K | 0.63% | 45 |
|