SWS
SYSTM Wealth Solutions’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,551
| Closed | -$188K | – | 250 |
|
|
2024
Q2 | $188K | Sell |
3,551
-231
| -6% | -$12.3K | 0.04% | 192 |
|
|
2024
Q1 | $219K | Sell |
3,782
-1,571
| -29% | -$91K | 0.03% | 388 |
|
|
2023
Q4 | $294K | Sell |
5,353
-1,384
| -21% | -$75.9K | 0.04% | 329 |
|
|
2023
Q3 | $347K | Sell |
6,737
-4,159
| -38% | -$214K | 0.05% | 337 |
|
|
2023
Q2 | $580K | Sell |
10,896
-156
| -1% | -$8.31K | 0.08% | 293 |
|
|
2023
Q1 | $606K | Buy |
11,052
+4,298
| +64% | +$236K | 0.09% | 269 |
|
|
2022
Q4 | $340K | Buy |
+6,754
| New | +$340K | 0.04% | 404 |
|