SWS
SYSTM Wealth Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.59K | Sell |
24
-34,681
| -100% | -$8.08M | 0.17% | 39 |
|
|
2024
Q2 | $7.31M | Sell |
34,705
-17,188
| -33% | -$3.62M | 1.63% | 10 |
|
|
2024
Q1 | $8.9M | Sell |
51,893
-6,822
| -12% | -$1.17M | 1.12% | 11 |
|
|
2023
Q4 | $11.3M | Sell |
58,715
-337
| -0.6% | -$64.9K | 1.57% | 6 |
|
|
2023
Q3 | $10.1M | Sell |
59,052
-8,489
| -13% | -$1.45M | 1.55% | 6 |
|
|
2023
Q2 | $13.1M | Buy |
67,541
+13,939
| +26% | +$2.7M | 1.77% | 3 |
|
|
2023
Q1 | $8.84M | Sell |
53,602
-12,353
| -19% | -$2.04M | 1.36% | 8 |
|
|
2022
Q4 | $8.57M | Buy |
+65,955
| New | +$8.57M | 1.07% | 12 |
|