SWS
SYSTM Wealth Solutions’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,241
| Closed | -$370K | – | 737 |
|
|
2024
Q1 | $370K | Sell |
3,241
-909
| -22% | -$104K | 0.05% | 317 |
|
|
2023
Q4 | $317K | Buy |
4,150
+349
| +9% | +$26.7K | 0.04% | 324 |
|
|
2023
Q3 | $262K | Sell |
3,801
-89
| -2% | -$6.13K | 0.04% | 386 |
|
|
2023
Q2 | $211K | Buy |
+3,890
| New | +$211K | 0.03% | 447 |
|