SWS
SYSTM Wealth Solutions’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-144
| Closed | -$15.9K | – | 151 |
|
|
2024
Q2 | $15.9K | Sell |
144
-2,163
| -94% | -$238K | ﹤0.01% | 402 |
|
|
2024
Q1 | $262K | Buy |
2,307
+164
| +8% | +$18.6K | 0.03% | 366 |
|
|
2023
Q4 | $202K | Buy |
+2,143
| New | +$202K | 0.03% | 378 |
|
|
2023
Q3 | – | Sell |
-2,503
| Closed | -$231K | – | 465 |
|
|
2023
Q2 | $231K | Buy |
+2,503
| New | +$231K | 0.03% | 430 |
|