SWS
SYSTM Wealth Solutions’s Alphabet (Google) Class A GOOGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-50,388
| Closed | -$9.18M | – | 316 |
|
2024
Q2 | $9.18M | Sell |
50,388
-47,610
| -49% | -$8.67M | 2.05% | 2 |
|
2024
Q1 | $14.8M | Sell |
97,998
-2,922
| -3% | -$441K | 1.87% | 2 |
|
2023
Q4 | $14.1M | Sell |
100,920
-649
| -0.6% | -$90.7K | 1.95% | 2 |
|
2023
Q3 | $13.3M | Sell |
101,569
-1,360
| -1% | -$178K | 2.04% | 2 |
|
2023
Q2 | $12.3M | Buy |
102,929
+13,485
| +15% | +$1.61M | 1.67% | 4 |
|
2023
Q1 | $9.28M | Sell |
89,444
-13,589
| -13% | -$1.41M | 1.43% | 6 |
|
2022
Q4 | $9.09M | Buy |
+103,033
| New | +$9.09M | 1.13% | 11 |
|