SWS
SYSTM Wealth Solutions’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,663
| Closed | -$3.13M | – | 120 |
|
|
2024
Q2 | $3.13M | Sell |
10,663
-4,509
| -30% | -$1.32M | 0.7% | 47 |
|
|
2024
Q1 | $5.06M | Buy |
15,172
+2,209
| +17% | +$737K | 0.64% | 37 |
|
|
2023
Q4 | $3.77M | Buy |
12,963
+547
| +4% | +$159K | 0.52% | 49 |
|
|
2023
Q3 | $4.03M | Buy |
12,416
+109
| +0.9% | +$35.3K | 0.62% | 40 |
|
|
2023
Q2 | $4.25M | Buy |
12,307
+432
| +4% | +$149K | 0.58% | 39 |
|
|
2023
Q1 | $3.74M | Buy |
11,875
+303
| +3% | +$95.5K | 0.58% | 40 |
|
|
2022
Q4 | $3.47M | Buy |
+11,572
| New | +$3.47M | 0.43% | 63 |
|