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SYSTM Wealth Solutions’s ePlus PLUS Stock Holding History

SYSTM Wealth Solutions’s Portfolio PLUS Stock Details PLUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,709
Closed -$134K – 892
2024
Q1 		$134K Buy
1,709
+19
+1% +$1.49K 0.02% 439
2023
Q4 		$135K Buy
+1,690
New +$135K 0.02% 420