SWS
SYSTM Wealth Solutions’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,090
| Closed | -$335K | – | 1010 |
|
|
2023
Q3 | $335K | Hold |
3,090
| – | – | 0.05% | 345 |
|
|
2023
Q2 | $361K | Sell |
3,090
-22
| -0.7% | -$2.57K | 0.05% | 367 |
|
|
2023
Q1 | $253K | Sell |
3,112
-8,154
| -72% | -$662K | 0.04% | 407 |
|
|
2022
Q4 | $1.23M | Buy |
+11,266
| New | +$1.23M | 0.15% | 178 |
|