SWS
SYSTM Wealth Solutions’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-675
| Closed | -$171K | – | 895 |
|
|
2024
Q1 | $171K | Hold |
675
| – | – | 0.02% | 415 |
|
|
2023
Q4 | $139K | Buy |
+675
| New | +$139K | 0.02% | 417 |
|
|
2023
Q2 | – | Sell |
-2,085
| Closed | -$359K | – | 512 |
|
|
2023
Q1 | $359K | Sell |
2,085
-13
| -0.6% | -$2.24K | 0.06% | 353 |
|
|
2022
Q4 | $298K | Buy |
+2,098
| New | +$298K | 0.04% | 440 |
|