SWS
SYSTM Wealth Solutions’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,056
| Closed | -$266K | – | 823 |
|
|
2024
Q1 | $266K | Hold |
3,056
| – | – | 0.03% | 361 |
|
|
2023
Q4 | $235K | Sell |
3,056
-18,030
| -86% | -$1.38M | 0.03% | 362 |
|
|
2023
Q3 | $1.49M | Sell |
21,086
-961
| -4% | -$68K | 0.23% | 121 |
|
|
2023
Q2 | $1.85M | Buy |
22,047
+1,533
| +7% | +$128K | 0.25% | 112 |
|
|
2023
Q1 | $1.32M | Sell |
20,514
-7,509
| -27% | -$483K | 0.2% | 134 |
|
|
2022
Q4 | $1.71M | Buy |
+28,023
| New | +$1.71M | 0.21% | 133 |
|