SWS
SYSTM Wealth Solutions’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.47K | Sell |
5
-7,832
| -100% | -$3.87M | 0.07% | 54 |
|
|
2024
Q2 | $3.46M | Sell |
7,837
-5,634
| -42% | -$2.49M | 0.77% | 37 |
|
|
2024
Q1 | $6.49M | Sell |
13,471
-162
| -1% | -$78K | 0.82% | 25 |
|
|
2023
Q4 | $5.81M | Sell |
13,633
-49
| -0.4% | -$20.9K | 0.81% | 21 |
|
|
2023
Q3 | $5.42M | Sell |
13,682
-7
| -0.1% | -$2.77K | 0.83% | 22 |
|
|
2023
Q2 | $5.38M | Buy |
13,689
+1,757
| +15% | +$691K | 0.73% | 26 |
|
|
2023
Q1 | $4.34M | Sell |
11,932
-3,285
| -22% | -$1.19M | 0.67% | 30 |
|
|
2022
Q4 | $5.29M | Buy |
+15,217
| New | +$5.29M | 0.66% | 30 |
|