SYSTM Wealth Solutions’s Polaris PII Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-792
Closed -$79.3K 888
2024
Q1
$79.3K Buy
792
+16
+2% +$1.6K 0.01% 509
2023
Q4
$73.5K Buy
+776
New +$73.5K 0.01% 509