SWS
SYSTM Wealth Solutions’s Idexx Laboratories IDXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,663
| Closed | -$2.76M | – | 346 |
|
2024
Q2 | $2.76M | Buy |
5,663
+284
| +5% | +$138K | 0.62% | 58 |
|
2024
Q1 | $2.9M | Buy |
5,379
+402
| +8% | +$217K | 0.37% | 77 |
|
2023
Q4 | $2.76M | Buy |
4,977
+567
| +13% | +$315K | 0.38% | 68 |
|
2023
Q3 | $1.93M | Buy |
4,410
+193
| +5% | +$84.4K | 0.3% | 93 |
|
2023
Q2 | $2.12M | Buy |
4,217
+150
| +4% | +$75.3K | 0.29% | 91 |
|
2023
Q1 | $2.03M | Buy |
4,067
+9
| +0.2% | +$4.5K | 0.31% | 79 |
|
2022
Q4 | $1.66M | Buy |
+4,058
| New | +$1.66M | 0.21% | 142 |
|