SWS
SYSTM Wealth Solutions’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,792
| Closed | -$1.65M | – | 258 |
|
|
2024
Q2 | $1.65M | Sell |
6,792
-5,539
| -45% | -$1.34M | 0.37% | 87 |
|
|
2024
Q1 | $3.3M | Sell |
12,331
-210
| -2% | -$56.2K | 0.42% | 64 |
|
|
2023
Q4 | $3.1M | Sell |
12,541
-670
| -5% | -$166K | 0.43% | 57 |
|
|
2023
Q3 | $2.42M | Buy |
13,211
+969
| +8% | +$177K | 0.37% | 64 |
|
|
2023
Q2 | $2.88M | Buy |
12,242
+1,913
| +19% | +$450K | 0.39% | 61 |
|
|
2023
Q1 | $2.1M | Sell |
10,329
-1,846
| -15% | -$374K | 0.32% | 75 |
|
|
2022
Q4 | $2.37M | Buy |
+12,175
| New | +$2.37M | 0.29% | 94 |
|