SWS
SYSTM Wealth Solutions’s Hillman Solutions HLMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,511
| Closed | -$144K | – | 801 |
|
|
2024
Q1 | $144K | Hold |
13,511
| – | – | 0.02% | 433 |
|
|
2023
Q4 | $124K | Sell |
13,511
-7,466
| -36% | -$68.8K | 0.02% | 429 |
|
|
2023
Q3 | $173K | Sell |
20,977
-2,000
| -9% | -$16.5K | 0.03% | 447 |
|
|
2023
Q2 | $207K | Sell |
22,977
-25,307
| -52% | -$228K | 0.03% | 449 |
|
|
2023
Q1 | $407K | Buy |
48,284
+17,177
| +55% | +$145K | 0.06% | 332 |
|
|
2022
Q4 | $224K | Buy |
+31,107
| New | +$224K | 0.03% | 480 |
|