SYSTM Wealth Solutions’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$252K Buy
2023
Q4
Sell
2023
Q3
$242K Hold
2023
Q2
$222K Sell
2023
Q1
$232K Sell
2022
Q4
$284K Buy