SWS
SYSTM Wealth Solutions’s Expedia Group EXPE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,668
| Closed | -$368K | – | 763 |
|
2024
Q1 | $368K | Buy |
2,668
+753
| +39% | +$104K | 0.05% | 319 |
|
2023
Q4 | $291K | Sell |
1,915
-990
| -34% | -$150K | 0.04% | 330 |
|
2023
Q3 | $299K | Buy |
2,905
+24
| +0.8% | +$2.47K | 0.05% | 362 |
|
2023
Q2 | $315K | Buy |
+2,881
| New | +$315K | 0.04% | 381 |
|