SWS
SYSTM Wealth Solutions’s Resideo Technologies REZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,309
| Closed | -$298K | – | 907 |
|
|
2024
Q1 | $298K | Buy |
13,309
+649
| +5% | +$14.6K | 0.04% | 348 |
|
|
2023
Q4 | $238K | Sell |
12,660
-164
| -1% | -$3.09K | 0.03% | 360 |
|
|
2023
Q3 | $203K | Sell |
12,824
-765
| -6% | -$12.1K | 0.03% | 437 |
|
|
2023
Q2 | $240K | Sell |
13,589
-40
| -0.3% | -$706 | 0.03% | 421 |
|
|
2023
Q1 | $249K | Buy |
13,629
+682
| +5% | +$12.5K | 0.04% | 411 |
|
|
2022
Q4 | $213K | Buy |
+12,947
| New | +$213K | 0.03% | 488 |
|