SWS
SYSTM Wealth Solutions’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,150
| Closed | -$366K | – | 165 |
|
|
2024
Q2 | $366K | Sell |
10,150
-16,569
| -62% | -$598K | 0.08% | 158 |
|
|
2024
Q1 | $1.01M | Sell |
26,719
-2,926
| -10% | -$110K | 0.13% | 198 |
|
|
2023
Q4 | $1.05M | Buy |
29,645
+824
| +3% | +$29.2K | 0.15% | 188 |
|
|
2023
Q3 | $1.12M | Sell |
28,821
-3,341
| -10% | -$129K | 0.17% | 161 |
|
|
2023
Q2 | $1.13M | Buy |
32,162
+5,711
| +22% | +$202K | 0.15% | 181 |
|
|
2023
Q1 | $1M | Buy |
26,451
+1,418
| +6% | +$53.8K | 0.15% | 175 |
|
|
2022
Q4 | $874K | Buy |
+25,033
| New | +$874K | 0.11% | 236 |
|