SWS
SYSTM Wealth Solutions’s Azenta AZTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-194
| Closed | -$10.2K | – | 138 |
|
|
2024
Q2 | $10.2K | Sell |
194
-2,357
| -92% | -$124K | ﹤0.01% | 478 |
|
|
2024
Q1 | $154K | Buy |
2,551
+61
| +2% | +$3.68K | 0.02% | 426 |
|
|
2023
Q4 | $162K | Buy |
+2,490
| New | +$162K | 0.02% | 406 |
|
|
2023
Q2 | – | Sell |
-7,234
| Closed | -$323K | – | 492 |
|
|
2023
Q1 | $323K | Sell |
7,234
-84
| -1% | -$3.75K | 0.05% | 369 |
|
|
2022
Q4 | $426K | Buy |
+7,318
| New | +$426K | 0.05% | 372 |
|