SWS
SYSTM Wealth Solutions’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,625
| Closed | -$2.59M | – | 431 |
|
|
2024
Q2 | $2.59M | Sell |
26,625
-6,872
| -21% | -$668K | 0.58% | 59 |
|
|
2024
Q1 | $3.15M | Buy |
33,497
+4,107
| +14% | +$387K | 0.4% | 70 |
|
|
2023
Q4 | $2.74M | Buy |
29,390
+176
| +0.6% | +$16.4K | 0.38% | 72 |
|
|
2023
Q3 | $2.39M | Buy |
29,214
+8,450
| +41% | +$690K | 0.37% | 67 |
|
|
2023
Q2 | $1.77M | Buy |
20,764
+8,662
| +72% | +$740K | 0.24% | 116 |
|
|
2023
Q1 | $1.06M | Sell |
12,102
-1,766
| -13% | -$155K | 0.16% | 165 |
|
|
2022
Q4 | $1.18M | Buy |
+13,868
| New | +$1.18M | 0.15% | 181 |
|