SWS
SYSTM Wealth Solutions’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,835
| Closed | -$413K | – | 660 |
|
|
2024
Q1 | $413K | Buy |
2,835
+185
| +7% | +$26.9K | 0.05% | 304 |
|
|
2023
Q4 | $369K | Buy |
2,650
+817
| +45% | +$114K | 0.05% | 303 |
|
|
2023
Q3 | $205K | Buy |
+1,833
| New | +$205K | 0.03% | 434 |
|
|
2023
Q1 | – | Sell |
-17,343
| Closed | -$2.6M | – | 465 |
|
|
2022
Q4 | $2.6M | Buy |
+17,343
| New | +$2.6M | 0.32% | 81 |
|