SWS
SYSTM Wealth Solutions’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,553
| Closed | -$215K | – | 98 |
|
|
2024
Q2 | $215K | Hold |
3,553
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $223K | Sell |
3,553
-92
| -3% | -$5.78K | 0.03% | 382 |
|
|
2023
Q4 | $263K | Sell |
3,645
-1,811
| -33% | -$131K | 0.04% | 347 |
|
|
2023
Q3 | $411K | Sell |
5,456
-446
| -8% | -$33.6K | 0.06% | 309 |
|
|
2023
Q2 | $446K | Buy |
5,902
+1,631
| +38% | +$123K | 0.06% | 329 |
|
|
2023
Q1 | $340K | Sell |
4,271
-873
| -17% | -$69.5K | 0.05% | 362 |
|
|
2022
Q4 | $478K | Buy |
+5,144
| New | +$478K | 0.06% | 350 |
|