SWS
SYSTM Wealth Solutions’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-219
| Closed | -$19.1K | – | 94 |
|
|
2024
Q2 | $19.1K | Sell |
219
-7,472
| -97% | -$652K | ﹤0.01% | 377 |
|
|
2024
Q1 | $678K | Buy |
7,691
+7,449
| +3,078% | +$656K | 0.09% | 249 |
|
|
2023
Q4 | $17.9K | Sell |
242
-7,342
| -97% | -$542K | ﹤0.01% | 739 |
|
|
2023
Q3 | $431K | Buy |
7,584
+2,524
| +50% | +$144K | 0.07% | 303 |
|
|
2023
Q2 | $480K | Sell |
5,060
-42
| -0.8% | -$3.98K | 0.07% | 316 |
|
|
2023
Q1 | $493K | Hold |
5,102
| – | – | 0.08% | 298 |
|
|
2022
Q4 | $384K | Buy |
+5,102
| New | +$384K | 0.05% | 384 |
|