SWS
SYSTM Wealth Solutions’s Moody's MCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $950 | Sell |
2
-29
| -94% | -$13.8K | 0.03% | 80 |
|
|
2024
Q2 | $13.1K | Sell |
31
-1,887
| -98% | -$798K | ﹤0.01% | 437 |
|
|
2024
Q1 | $754K | Sell |
1,918
-2,052
| -52% | -$807K | 0.1% | 237 |
|
|
2023
Q4 | $1.55M | Sell |
3,970
-1,380
| -26% | -$539K | 0.21% | 139 |
|
|
2023
Q3 | $1.69M | Sell |
5,350
-546
| -9% | -$173K | 0.26% | 109 |
|
|
2023
Q2 | $2.05M | Buy |
5,896
+1,102
| +23% | +$383K | 0.28% | 99 |
|
|
2023
Q1 | $1.47M | Sell |
4,794
-835
| -15% | -$256K | 0.23% | 119 |
|
|
2022
Q4 | $1.57M | Buy |
+5,629
| New | +$1.57M | 0.2% | 147 |
|