SWS
SYSTM Wealth Solutions’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $130K | Sell |
1,065
-42,002
| -98% | -$5.14M | 3.96% | 12 |
|
|
2024
Q2 | $5.32M | Buy |
43,067
+1,851
| +4% | +$229K | 1.19% | 24 |
|
|
2024
Q1 | $5.3M | Buy |
41,216
+41,096
| +34,247% | +$5.29M | 0.67% | 35 |
|
|
2023
Q4 | $13.4K | Buy |
+120
| New | +$13.4K | ﹤0.01% | 792 |
|