SWS
SYSTM Wealth Solutions’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-571
| Closed | -$850K | – | 288 |
|
|
2024
Q2 | $850K | Sell |
571
-42
| -7% | -$62.5K | 0.19% | 120 |
|
|
2024
Q1 | $766K | Sell |
613
-577
| -48% | -$721K | 0.1% | 235 |
|
|
2023
Q4 | $1.39M | Buy |
1,190
+446
| +60% | +$519K | 0.19% | 148 |
|
|
2023
Q3 | $646K | Buy |
744
+496
| +200% | +$431K | 0.1% | 242 |
|
|
2023
Q2 | $201K | Buy |
+248
| New | +$201K | 0.03% | 465 |
|