SWS
SYSTM Wealth Solutions’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53
| Closed | -$23.8K | – | 360 |
|
|
2024
Q2 | $23.8K | Sell |
53
-4,205
| -99% | -$1.89M | 0.01% | 345 |
|
|
2024
Q1 | $2.03M | Buy |
4,258
+287
| +7% | +$137K | 0.26% | 114 |
|
|
2023
Q4 | $1.79M | Buy |
3,971
+1,131
| +40% | +$510K | 0.25% | 115 |
|
|
2023
Q3 | $976K | Buy |
2,840
+138
| +5% | +$47.4K | 0.15% | 184 |
|
|
2023
Q2 | $947K | Sell |
2,702
-2,181
| -45% | -$764K | 0.13% | 214 |
|
|
2023
Q1 | $1.59M | Buy |
4,883
+1,460
| +43% | +$476K | 0.24% | 108 |
|
|
2022
Q4 | $1.15M | Buy |
+3,423
| New | +$1.15M | 0.14% | 188 |
|