SWS
SYSTM Wealth Solutions’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-971
| Closed | -$151K | – | 489 |
|
|
2024
Q2 | $151K | Sell |
971
-10,509
| -92% | -$1.63M | 0.03% | 214 |
|
|
2024
Q1 | $1.86M | Sell |
11,480
-713
| -6% | -$115K | 0.23% | 126 |
|
|
2023
Q4 | $1.89M | Buy |
12,193
+504
| +4% | +$78K | 0.26% | 112 |
|
|
2023
Q3 | $1.44M | Buy |
11,689
+4,646
| +66% | +$570K | 0.22% | 125 |
|
|
2023
Q2 | $887K | Buy |
7,043
+255
| +4% | +$32.1K | 0.12% | 223 |
|
|
2023
Q1 | $863K | Buy |
6,788
+630
| +10% | +$80.1K | 0.13% | 193 |
|
|
2022
Q4 | $973K | Buy |
+6,158
| New | +$973K | 0.12% | 216 |
|