SWS
SYSTM Wealth Solutions’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,819
| Closed | -$254K | – | 342 |
|
|
2024
Q2 | $254K | Sell |
8,819
-17,499
| -66% | -$504K | 0.06% | 180 |
|
|
2024
Q1 | $695K | Sell |
26,318
-17,347
| -40% | -$458K | 0.09% | 246 |
|
|
2023
Q4 | $1.04M | Sell |
43,665
-2,136
| -5% | -$50.9K | 0.14% | 189 |
|
|
2023
Q3 | $1.06M | Sell |
45,801
-1,946
| -4% | -$45K | 0.16% | 177 |
|
|
2023
Q2 | $1.1M | Buy |
47,747
+17,814
| +60% | +$411K | 0.15% | 187 |
|
|
2023
Q1 | $646K | Sell |
29,933
-18,368
| -38% | -$396K | 0.1% | 251 |
|
|
2022
Q4 | $1.06M | Buy |
+48,301
| New | +$1.06M | 0.13% | 198 |
|