SWS
SYSTM Wealth Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $548 | Sell |
2
-243
| -99% | -$66.6K | 0.02% | 87 |
|
|
2024
Q2 | $63K | Sell |
245
-390
| -61% | -$100K | 0.01% | 266 |
|
|
2024
Q1 | $191K | Sell |
635
-12
| -2% | -$3.62K | 0.02% | 403 |
|
|
2023
Q4 | $170K | Sell |
647
-378
| -37% | -$99.5K | 0.02% | 399 |
|
|
2023
Q3 | $208K | Sell |
1,025
-3,547
| -78% | -$719K | 0.03% | 432 |
|
|
2023
Q2 | $966K | Buy |
4,572
+1,430
| +46% | +$302K | 0.13% | 204 |
|
|
2023
Q1 | $628K | Sell |
3,142
-1,704
| -35% | -$340K | 0.1% | 261 |
|
|
2022
Q4 | $643K | Buy |
+4,846
| New | +$643K | 0.08% | 298 |
|