SWS
SYSTM Wealth Solutions’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-739
| Closed | -$667K | – | 323 |
|
|
2024
Q2 | $667K | Buy |
739
+9
| +1% | +$8.12K | 0.15% | 131 |
|
|
2024
Q1 | $743K | Buy |
730
+642
| +730% | +$653K | 0.09% | 240 |
|
|
2023
Q4 | $73K | Buy |
+88
| New | +$73K | 0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-1,998
| Closed | -$1.58M | – | 476 |
|
|
2023
Q2 | $1.58M | Sell |
1,998
-573
| -22% | -$452K | 0.21% | 131 |
|
|
2023
Q1 | $1.77M | Sell |
2,571
-46
| -2% | -$31.7K | 0.27% | 94 |
|
|
2022
Q4 | $1.46M | Buy |
+2,617
| New | +$1.46M | 0.18% | 157 |
|