SWS
SYSTM Wealth Solutions’s BJs Wholesale Club BJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,644
| Closed | -$654K | – | 694 |
|
2024
Q1 | $654K | Sell |
8,644
-8
| -0.1% | -$605 | 0.08% | 255 |
|
2023
Q4 | $577K | Buy |
8,652
+281
| +3% | +$18.7K | 0.08% | 256 |
|
2023
Q3 | $597K | Sell |
8,371
-136
| -2% | -$9.71K | 0.09% | 261 |
|
2023
Q2 | $536K | Buy |
8,507
+3,014
| +55% | +$190K | 0.07% | 303 |
|
2023
Q1 | $418K | Sell |
5,493
-7,601
| -58% | -$578K | 0.06% | 329 |
|
2022
Q4 | $866K | Buy |
+13,094
| New | +$866K | 0.11% | 237 |
|