SWS
SYSTM Wealth Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,464
| Closed | -$366K | – | 668 |
|
|
2024
Q1 | $366K | Buy |
1,464
+294
| +25% | +$73.5K | 0.05% | 320 |
|
|
2023
Q4 | $263K | Buy |
1,170
+200
| +21% | +$45K | 0.04% | 348 |
|
|
2023
Q3 | $221K | Sell |
970
-180
| -16% | -$41K | 0.03% | 420 |
|
|
2023
Q2 | $252K | Buy |
+1,150
| New | +$252K | 0.03% | 417 |
|