Synergy Asset Management, LLC Global X Fds Global X Lithium Transaction History

Synergy Asset Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$57.94 - $72.34 $202,268 - $252,538	3,491 New	3,491 $221,000
Q3 2022 Nov 08, 2022	SELL	$66.09 - $81.79 $71,905 - $88,987	-1,088 Reduced 24.17%	3,414 $225,000
Q2 2022 Aug 08, 2022	BUY	$61.71 - $80.05 $277,818 - $360,385	4,502 New	4,502 $326,000
Q1 2022 May 05, 2022	SELL	$66.06 - $85.93 $181,136 - $235,620	-2,742 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$78.69 - $96.31 $131,333 - $160,741	-1,669 Reduced 37.84%	2,742 $231,000
Q3 2021 Nov 10, 2021	BUY	$72.05 - $87.02 $317,812 - $383,845	4,411 New	4,411 $362,000

327

5.92M

490K

868K

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Synergy Asset Management, LLC with notifications on news.