SWS
SYSTM Wealth Solutions’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12
| Closed | -$9.45K | – | 159 |
|
|
2024
Q2 | $9.45K | Sell |
12
-1,343
| -99% | -$1.06M | ﹤0.01% | 492 |
|
|
2024
Q1 | $1.13M | Sell |
1,355
-3,204
| -70% | -$2.67M | 0.14% | 180 |
|
|
2023
Q4 | $3.7M | Sell |
4,559
-164
| -3% | -$133K | 0.51% | 51 |
|
|
2023
Q3 | $3.05M | Sell |
4,723
-703
| -13% | -$454K | 0.47% | 49 |
|
|
2023
Q2 | $3.75M | Sell |
5,426
-428
| -7% | -$296K | 0.51% | 48 |
|
|
2023
Q1 | $3.92M | Sell |
5,854
-216
| -4% | -$145K | 0.6% | 37 |
|
|
2022
Q4 | $4.3M | Buy |
+6,070
| New | +$4.3M | 0.53% | 42 |
|