SWS
SYSTM Wealth Solutions’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,922
| Closed | -$1.76M | – | 167 |
|
|
2024
Q2 | $1.76M | Sell |
8,922
-5,506
| -38% | -$1.09M | 0.39% | 82 |
|
|
2024
Q1 | $2.96M | Sell |
14,428
-49
| -0.3% | -$10.1K | 0.37% | 75 |
|
|
2023
Q4 | $2.99M | Buy |
14,477
+501
| +4% | +$103K | 0.41% | 59 |
|
|
2023
Q3 | $2.5M | Sell |
13,976
-798
| -5% | -$143K | 0.38% | 61 |
|
|
2023
Q2 | $2.45M | Buy |
14,774
+1,881
| +15% | +$312K | 0.33% | 71 |
|
|
2023
Q1 | $1.89M | Sell |
12,893
-16,824
| -57% | -$2.47M | 0.29% | 85 |
|
|
2022
Q4 | $3.99M | Buy |
+29,717
| New | +$3.99M | 0.5% | 51 |
|