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SYSTM Wealth Solutions’s PDF Solutions PDFS Stock Holding History

SYSTM Wealth Solutions’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-292
Closed -$10.6K – 478
2024
Q2 		$10.6K Buy
292
+63
+28% +$2.29K ﹤0.01% 473
2024
Q1 		$7.71K Buy
229
+18
+9% +$606 ﹤0.01% 796
2023
Q4 		$6.78K Buy
+211
New +$6.78K ﹤0.01% 866