SWS
SYSTM Wealth Solutions’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-554
| Closed | -$252K | – | 768 |
|
|
2024
Q1 | $252K | Buy |
+554
| New | +$252K | 0.03% | 370 |
|
|
2023
Q4 | – | Sell |
-554
| Closed | -$242K | – | 1013 |
|
|
2023
Q3 | $242K | Hold |
554
| – | – | 0.04% | 402 |
|
|
2023
Q2 | $222K | Sell |
554
-4
| -0.7% | -$1.6K | 0.03% | 438 |
|
|
2023
Q1 | $232K | Sell |
558
-151
| -21% | -$62.7K | 0.04% | 423 |
|
|
2022
Q4 | $284K | Buy |
+709
| New | +$284K | 0.04% | 449 |
|