SWS
SYSTM Wealth Solutions’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,915
| Closed | -$253K | – | 697 |
|
|
2024
Q1 | $253K | Buy |
3,915
+3,168
| +424% | +$205K | 0.03% | 369 |
|
|
2023
Q4 | $46.6K | Sell |
747
-3,356
| -82% | -$210K | 0.01% | 599 |
|
|
2023
Q3 | $228K | Sell |
4,103
-120
| -3% | -$6.66K | 0.04% | 413 |
|
|
2023
Q2 | $227K | Buy |
4,223
+62
| +1% | +$3.34K | 0.03% | 436 |
|
|
2023
Q1 | $279K | Sell |
4,161
-387
| -9% | -$26K | 0.04% | 389 |
|
|
2022
Q4 | $306K | Buy |
+4,548
| New | +$306K | 0.04% | 434 |
|