SYSTM Wealth Solutions’s Dun & Bradstreet DNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,072
| Closed | -$432K | – | 742 |
|
|
2024
Q1 | $432K | Sell |
43,072
-44,405
| -51% | -$446K | 0.05% | 299 |
|
|
2023
Q4 | $1.02M | Buy |
87,477
+372
| +0.4% | +$4.35K | 0.14% | 191 |
|
|
2023
Q3 | $870K | Sell |
87,105
-8,796
| -9% | -$87.9K | 0.13% | 201 |
|
|
2023
Q2 | $1.11M | Buy |
95,901
+41,866
| +77% | +$484K | 0.15% | 186 |
|
|
2023
Q1 | $634K | Buy |
+54,035
| New | +$634K | 0.1% | 256 |
|