SWS
SYSTM Wealth Solutions’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,485
| Closed | -$113K | – | 904 |
|
|
2024
Q1 | $113K | Sell |
1,485
-629
| -30% | -$47.9K | 0.01% | 464 |
|
|
2023
Q4 | $141K | Buy |
+2,114
| New | +$141K | 0.02% | 416 |
|
|
2023
Q3 | – | Sell |
-3,381
| Closed | -$203K | – | 486 |
|
|
2023
Q2 | $203K | Buy |
+3,381
| New | +$203K | 0.03% | 460 |
|