SWS
SYSTM Wealth Solutions’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-339
| Closed | -$190K | – | 849 |
|
|
2024
Q1 | $190K | Sell |
339
-9
| -3% | -$5.04K | 0.02% | 404 |
|
|
2023
Q4 | $197K | Buy |
+348
| New | +$197K | 0.03% | 380 |
|
|
2023
Q1 | – | Sell |
-452
| Closed | -$210K | – | 508 |
|
|
2022
Q4 | $210K | Buy |
+452
| New | +$210K | 0.03% | 492 |
|