SWS
SYSTM Wealth Solutions’s Allison Transmission ALSN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-18
| Closed | -$1.37K | – | 113 |
|
2024
Q2 | $1.37K | Sell |
18
-9,157
| -100% | -$695K | ﹤0.01% | 634 |
|
2024
Q1 | $745K | Sell |
9,175
-435
| -5% | -$35.3K | 0.09% | 239 |
|
2023
Q4 | $559K | Buy |
9,610
+316
| +3% | +$18.4K | 0.08% | 260 |
|
2023
Q3 | $549K | Sell |
9,294
-680
| -7% | -$40.2K | 0.08% | 275 |
|
2023
Q2 | $563K | Sell |
9,974
-135
| -1% | -$7.62K | 0.08% | 296 |
|
2023
Q1 | $457K | Sell |
10,109
-186
| -2% | -$8.41K | 0.07% | 310 |
|
2022
Q4 | $428K | Buy |
+10,295
| New | +$428K | 0.05% | 369 |
|