SWS
SYSTM Wealth Solutions’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-49,884
| Closed | -$1.28M | – | 684 |
|
|
2024
Q1 | $1.28M | Sell |
49,884
-10,573
| -17% | -$270K | 0.16% | 168 |
|
|
2023
Q4 | $1.38M | Sell |
60,457
-257
| -0.4% | -$5.87K | 0.19% | 149 |
|
|
2023
Q3 | $1.28M | Buy |
60,714
+2,990
| +5% | +$63K | 0.2% | 141 |
|
|
2023
Q2 | $1.19M | Buy |
57,724
+3,361
| +6% | +$69K | 0.16% | 176 |
|
|
2023
Q1 | $1.15M | Sell |
54,363
-120,135
| -69% | -$2.54M | 0.18% | 157 |
|
|
2022
Q4 | $3.68M | Buy |
+174,498
| New | +$3.68M | 0.46% | 57 |
|