SWS
SYSTM Wealth Solutions’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,439
| Closed | -$118K | – | 499 |
|
|
2024
Q2 | $118K | Sell |
6,439
-2,104
| -25% | -$38.5K | 0.03% | 234 |
|
|
2024
Q1 | $165K | Sell |
8,543
-3,611
| -30% | -$69.6K | 0.02% | 419 |
|
|
2023
Q4 | $273K | Buy |
12,154
+366
| +3% | +$8.22K | 0.04% | 339 |
|
|
2023
Q3 | $258K | Buy |
11,788
+2,853
| +32% | +$62.5K | 0.04% | 391 |
|
|
2023
Q2 | $253K | Sell |
8,935
-966
| -10% | -$27.4K | 0.03% | 413 |
|
|
2023
Q1 | $271K | Sell |
9,901
-1,763
| -15% | -$48.2K | 0.04% | 396 |
|
|
2022
Q4 | $321K | Buy |
+11,664
| New | +$321K | 0.04% | 420 |
|