SWS
SYSTM Wealth Solutions’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,177
| Closed | -$105K | – | 482 |
|
|
2024
Q2 | $105K | Sell |
4,177
-5,194
| -55% | -$131K | 0.02% | 241 |
|
|
2024
Q1 | $187K | Sell |
9,371
-2,093
| -18% | -$41.9K | 0.02% | 405 |
|
|
2023
Q4 | $267K | Buy |
+11,464
| New | +$267K | 0.04% | 342 |
|
|
2023
Q3 | – | Sell |
-11,929
| Closed | -$259K | – | 483 |
|
|
2023
Q2 | $259K | Buy |
11,929
+1,858
| +18% | +$40.3K | 0.04% | 409 |
|
|
2023
Q1 | $185K | Buy |
+10,071
| New | +$185K | 0.03% | 448 |
|