SWS
SYSTM Wealth Solutions’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-59
| Closed | -$10.6K | – | 249 |
|
|
2024
Q2 | $10.6K | Sell |
59
-1,420
| -96% | -$256K | ﹤0.01% | 471 |
|
|
2024
Q1 | $262K | Buy |
1,479
+53
| +4% | +$9.39K | 0.03% | 364 |
|
|
2023
Q4 | $219K | Sell |
1,426
-1,801
| -56% | -$277K | 0.03% | 370 |
|
|
2023
Q3 | $450K | Buy |
3,227
+518
| +19% | +$72.3K | 0.07% | 298 |
|
|
2023
Q2 | $400K | Buy |
+2,709
| New | +$400K | 0.05% | 349 |
|
|
2023
Q1 | – | Sell |
-4,758
| Closed | -$644K | – | 484 |
|
|
2022
Q4 | $644K | Buy |
+4,758
| New | +$644K | 0.08% | 297 |
|