SWS
SYSTM Wealth Solutions’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $141K | Sell |
1,932
-89,505
| -98% | -$6.53M | 4.28% | 8 |
|
|
2024
Q2 | $5.51M | Buy |
91,437
+4,134
| +5% | +$249K | 1.23% | 23 |
|
|
2024
Q1 | $5.51M | Buy |
87,303
+16,455
| +23% | +$1.04M | 0.7% | 34 |
|
|
2023
Q4 | $4.12M | Buy |
70,848
+12,366
| +21% | +$719K | 0.57% | 45 |
|
|
2023
Q3 | $2.84M | Buy |
58,482
+3,145
| +6% | +$153K | 0.44% | 52 |
|
|
2023
Q2 | $2.76M | Buy |
+55,337
| New | +$2.76M | 0.37% | 63 |
|