SWS
SYSTM Wealth Solutions’s CSG Systems International CSGS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,818
| Closed | -$351K | – | 732 |
|
2024
Q1 | $351K | Sell |
6,818
-386
| -5% | -$19.9K | 0.04% | 325 |
|
2023
Q4 | $383K | Buy |
7,204
+35
| +0.5% | +$1.86K | 0.05% | 300 |
|
2023
Q3 | $366K | Sell |
7,169
-696
| -9% | -$35.6K | 0.06% | 328 |
|
2023
Q2 | $415K | Sell |
7,865
-380
| -5% | -$20K | 0.06% | 342 |
|
2023
Q1 | $443K | Sell |
8,245
-300
| -4% | -$16.1K | 0.07% | 318 |
|
2022
Q4 | $489K | Buy |
+8,545
| New | +$489K | 0.06% | 345 |
|