SWS
SYSTM Wealth Solutions’s Cencora COR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-160
| Closed | -$36K | – | 206 |
|
|
2024
Q2 | $36K | Buy |
+160
| New | +$36K | 0.01% | 300 |
|
|
2024
Q1 | – | Sell |
-6,545
| Closed | -$1.34M | – | 998 |
|
|
2023
Q4 | $1.34M | Sell |
6,545
-1,282
| -16% | -$263K | 0.19% | 156 |
|
|
2023
Q3 | $1.41M | Buy |
+7,827
| New | +$1.41M | 0.22% | 128 |
|
|
2023
Q2 | – | Sell |
-17,334
| Closed | -$2.78M | – | 497 |
|
|
2023
Q1 | $2.78M | Sell |
17,334
-33
| -0.2% | -$5.28K | 0.43% | 56 |
|
|
2022
Q4 | $2.88M | Buy |
+17,367
| New | +$2.88M | 0.36% | 73 |
|