SWS
SYSTM Wealth Solutions’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,524
| Closed | -$232K | – | 349 |
|
|
2024
Q2 | $232K | Sell |
13,524
-6,640
| -33% | -$114K | 0.05% | 183 |
|
|
2024
Q1 | $333K | Sell |
20,164
-2,672
| -12% | -$44.1K | 0.04% | 336 |
|
|
2023
Q4 | $343K | Buy |
22,836
+8,717
| +62% | +$131K | 0.05% | 314 |
|
|
2023
Q3 | $186K | Sell |
14,119
-3,525
| -20% | -$46.5K | 0.03% | 443 |
|
|
2023
Q2 | $238K | Buy |
17,644
+1,272
| +8% | +$17.1K | 0.03% | 423 |
|
|
2023
Q1 | $194K | Buy |
16,372
+2,363
| +17% | +$28K | 0.03% | 445 |
|
|
2022
Q4 | $170K | Buy |
+14,009
| New | +$170K | 0.02% | 507 |
|