SWS
SYSTM Wealth Solutions’s Ball Corp BALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,336
| Closed | -$860K | – | 141 |
|
|
2024
Q2 | $860K | Sell |
14,336
-12,134
| -46% | -$728K | 0.19% | 119 |
|
|
2024
Q1 | $1.78M | Buy |
26,470
+179
| +0.7% | +$12.1K | 0.23% | 132 |
|
|
2023
Q4 | $1.51M | Buy |
26,291
+1,642
| +7% | +$94.4K | 0.21% | 141 |
|
|
2023
Q3 | $1.23M | Buy |
24,649
+1,385
| +6% | +$68.9K | 0.19% | 149 |
|
|
2023
Q2 | $1.35M | Buy |
23,264
+4,621
| +25% | +$269K | 0.18% | 154 |
|
|
2023
Q1 | $1.03M | Sell |
18,643
-42,652
| -70% | -$2.35M | 0.16% | 171 |
|
|
2022
Q4 | $3.13M | Buy |
+61,295
| New | +$3.13M | 0.39% | 70 |
|