SWS
SYSTM Wealth Solutions’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,779
| Closed | -$310K | – | 808 |
|
|
2024
Q1 | $310K | Buy |
2,779
+2,368
| +576% | +$265K | 0.04% | 345 |
|
|
2023
Q4 | $34.1K | Sell |
411
-4,695
| -92% | -$389K | ﹤0.01% | 646 |
|
|
2023
Q3 | $442K | Sell |
5,106
-158
| -3% | -$13.7K | 0.07% | 300 |
|
|
2023
Q2 | $437K | Sell |
5,264
-33
| -0.6% | -$2.74K | 0.06% | 332 |
|
|
2023
Q1 | $437K | Buy |
5,297
+174
| +3% | +$14.4K | 0.07% | 320 |
|
|
2022
Q4 | $371K | Buy |
+5,123
| New | +$371K | 0.05% | 389 |
|