SWS
SYSTM Wealth Solutions’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31
| Closed | -$686 | – | 889 |
|
|
2024
Q1 | $686 | Sell |
31
-12,454
| -100% | -$276K | ﹤0.01% | 965 |
|
|
2023
Q4 | $279K | Sell |
12,485
-6,218
| -33% | -$139K | 0.04% | 337 |
|
|
2023
Q3 | $402K | Sell |
18,703
-15,227
| -45% | -$327K | 0.06% | 315 |
|
|
2023
Q2 | $938K | Sell |
33,930
-12,443
| -27% | -$344K | 0.13% | 216 |
|
|
2023
Q1 | $1.5M | Sell |
46,373
-5,355
| -10% | -$173K | 0.23% | 113 |
|
|
2022
Q4 | $1.81M | Buy |
+51,728
| New | +$1.81M | 0.23% | 128 |
|