SWS
SYSTM Wealth Solutions’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $995 | Sell |
3
-2,243
| -100% | -$744K | 0.03% | 79 |
|
|
2024
Q2 | $704K | Buy |
2,246
+1,109
| +98% | +$348K | 0.16% | 129 |
|
|
2024
Q1 | $356K | Sell |
1,137
-156
| -12% | -$48.8K | 0.04% | 323 |
|
|
2023
Q4 | $311K | Sell |
1,293
-86
| -6% | -$20.7K | 0.04% | 326 |
|
|
2023
Q3 | $294K | Sell |
1,379
-814
| -37% | -$174K | 0.05% | 366 |
|
|
2023
Q2 | $441K | Buy |
2,193
+61
| +3% | +$12.3K | 0.06% | 331 |
|
|
2023
Q1 | $365K | Buy |
2,132
+65
| +3% | +$11.1K | 0.06% | 347 |
|
|
2022
Q4 | $324K | Buy |
+2,067
| New | +$324K | 0.04% | 417 |
|