SWS
SYSTM Wealth Solutions’s Black Hills Corp BKH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,052
| Closed | -$306K | – | 1011 |
|
2023
Q3 | $306K | Sell |
6,052
-3,193
| -35% | -$162K | 0.05% | 359 |
|
2023
Q2 | $557K | Sell |
9,245
-470
| -5% | -$28.3K | 0.08% | 298 |
|
2023
Q1 | $613K | Sell |
9,715
-3,722
| -28% | -$235K | 0.09% | 266 |
|
2022
Q4 | $945K | Buy |
+13,437
| New | +$945K | 0.12% | 223 |
|