SWS
SYSTM Wealth Solutions’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,446
| Closed | -$146K | – | 156 |
|
|
2024
Q2 | $146K | Sell |
2,446
-914
| -27% | -$54.7K | 0.03% | 216 |
|
|
2024
Q1 | $194K | Sell |
3,360
-885
| -21% | -$51K | 0.02% | 400 |
|
|
2023
Q4 | $221K | Sell |
4,245
-733
| -15% | -$38.2K | 0.03% | 369 |
|
|
2023
Q3 | $212K | Sell |
4,978
-1,097
| -18% | -$46.8K | 0.03% | 427 |
|
|
2023
Q2 | $270K | Buy |
+6,075
| New | +$270K | 0.04% | 402 |
|