SWS
SYSTM Wealth Solutions’s Olo Inc OLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,389
| Closed | -$106K | – | 877 |
|
|
2024
Q1 | $106K | Buy |
+19,389
| New | +$106K | 0.01% | 470 |
|
|
2023
Q4 | – | Sell |
-19,137
| Closed | -$116K | – | 1019 |
|
|
2023
Q3 | $116K | Hold |
19,137
| – | – | 0.02% | 452 |
|
|
2023
Q2 | $124K | Sell |
19,137
-134
| -0.7% | -$866 | 0.02% | 476 |
|
|
2023
Q1 | $157K | Hold |
19,271
| – | – | 0.02% | 453 |
|
|
2022
Q4 | $120K | Buy |
+19,271
| New | +$120K | 0.02% | 516 |
|