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Synergy Financial Group’s WIX.com WIX Stock Holding History

Synergy Financial Group’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,429
Closed -$609K – 87
2024
Q1 		$609K Sell
4,429
-13
-0.3% -$1.71K 0.69% 36
2023
Q4 		$546K Sell
4,442
-54
-1% -$5.21K 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% -$126K 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% +$176K 0.66% 40
2021
Q4 		$700K Buy
+4,436
New +$769K 0.63% 45

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