SWS
SYSTM Wealth Solutions’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,075
| Closed | -$979K | – | 209 |
|
|
2024
Q2 | $979K | Buy |
18,075
+6
| +0% | +$325 | 0.22% | 115 |
|
|
2024
Q1 | $1.05M | Buy |
18,069
+380
| +2% | +$22K | 0.13% | 187 |
|
|
2023
Q4 | $867K | Buy |
17,689
+1,103
| +7% | +$54K | 0.12% | 216 |
|
|
2023
Q3 | $715K | Buy |
16,586
+12,180
| +276% | +$525K | 0.11% | 229 |
|
|
2023
Q2 | $402K | Sell |
4,406
-8,581
| -66% | -$783K | 0.05% | 347 |
|
|
2023
Q1 | $977K | Buy |
12,987
+3,874
| +43% | +$291K | 0.15% | 179 |
|
|
2022
Q4 | $555K | Buy |
+9,113
| New | +$555K | 0.07% | 325 |
|