SWS
SYSTM Wealth Solutions’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $47.5K | Sell |
96
-12,904
| -99% | -$6.39M | 1.44% | 26 |
|
|
2024
Q2 | $5.88M | Sell |
13,000
-3,278
| -20% | -$1.48M | 1.31% | 22 |
|
|
2024
Q1 | $6.8M | Buy |
16,278
+1,258
| +8% | +$525K | 0.86% | 17 |
|
|
2023
Q4 | $5.79M | Buy |
15,020
+1,130
| +8% | +$436K | 0.8% | 22 |
|
|
2023
Q3 | $4.49M | Buy |
13,890
+249
| +2% | +$80.6K | 0.69% | 31 |
|
|
2023
Q2 | $4.4M | Sell |
13,641
-1,943
| -12% | -$627K | 0.6% | 37 |
|
|
2023
Q1 | $5.1M | Sell |
15,584
-14
| -0.1% | -$4.58K | 0.78% | 24 |
|
|
2022
Q4 | $5.36M | Buy |
+15,598
| New | +$5.36M | 0.67% | 29 |
|