Financial Synergies Wealth Advisors, Inc. Spdr Gold Trust Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$184.42 - $205.72 $1,475 - $1,645	-8 Reduced 6.35%	118 $24.3 Million
Q4 2023 Apr 04, 2024	BUY	$168.83 - $192.59 $1,350 - $1,540	8 Added 6.78%	126 $21.4 Million
Q1 2023 Apr 04, 2024	SELL	$168.35 - $185.74 $1,346 - $1,485	-8 Reduced 6.35%	118 $21.6 Million
Q2 2022 Apr 04, 2024	BUY	$168.46 - $184.65 $21,225 - $23,265	126 New	126 $21.2 Million
Q4 2020 Apr 05, 2024	SELL	$166.67 - $183.19 $360,507 - $396,239	-2,163 Closed	0 $0
Q3 2020 Apr 05, 2024	BUY	$166.62 - $193.89 $101,971 - $118,660	612 Added 39.46%	2,163 $383 Million
Q2 2020 Apr 05, 2024	SELL	$149.45 - $167.37 $203,999 - $228,460	-1,365 Reduced 46.81%	1,551 $260 Million
Q1 2020 Apr 05, 2024	BUY	$138.04 - $157.81 $385,131 - $440,289	2,790 Added 2214.29%	2,916 $432 Million

2,480

126M

76.5M

55.7M

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