SWS
SYSTM Wealth Solutions’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,180
| Closed | -$672K | – | 845 |
|
|
2024
Q1 | $672K | Buy |
2,180
+2,163
| +12,724% | +$667K | 0.09% | 251 |
|
|
2023
Q4 | $4.87K | Sell |
17
-2,137
| -99% | -$612K | ﹤0.01% | 886 |
|
|
2023
Q3 | $505K | Hold |
2,154
| – | – | 0.08% | 283 |
|
|
2023
Q2 | $422K | Buy |
2,154
+650
| +43% | +$127K | 0.06% | 339 |
|
|
2023
Q1 | $305K | Buy |
1,504
+21
| +1% | +$4.26K | 0.05% | 375 |
|
|
2022
Q4 | $321K | Buy |
+1,483
| New | +$321K | 0.04% | 419 |
|