SWS
SYSTM Wealth Solutions’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.07K | Sell |
7
-729
| -99% | -$111K | 0.03% | 74 |
|
|
2024
Q2 | $134K | Sell |
736
-5,033
| -87% | -$916K | 0.03% | 223 |
|
|
2024
Q1 | $1.11M | Sell |
5,769
-1,088
| -16% | -$210K | 0.14% | 183 |
|
|
2023
Q4 | $1.79M | Buy |
6,857
+3,779
| +123% | +$985K | 0.25% | 117 |
|
|
2023
Q3 | $590K | Sell |
3,078
-191
| -6% | -$36.6K | 0.09% | 264 |
|
|
2023
Q2 | $690K | Buy |
3,269
+250
| +8% | +$52.8K | 0.09% | 266 |
|
|
2023
Q1 | $641K | Sell |
3,019
-6,012
| -67% | -$1.28M | 0.1% | 253 |
|
|
2022
Q4 | $1.72M | Buy |
+9,031
| New | +$1.72M | 0.21% | 132 |
|