SWS
SYSTM Wealth Solutions’s Credicorp BAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-256
| Closed | -$41.3K | – | 142 |
|
|
2024
Q2 | $41.3K | Hold |
256
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $43.4K | Sell |
256
-821
| -76% | -$139K | 0.01% | 602 |
|
|
2023
Q4 | $161K | Buy |
+1,077
| New | +$161K | 0.02% | 407 |
|
|
2023
Q3 | – | Sell |
-1,469
| Closed | -$217K | – | 464 |
|
|
2023
Q2 | $217K | Buy |
+1,469
| New | +$217K | 0.03% | 443 |
|
|
2023
Q1 | – | Sell |
-1,916
| Closed | -$260K | – | 470 |
|
|
2022
Q4 | $260K | Buy |
+1,916
| New | +$260K | 0.03% | 458 |
|