SWS
SYSTM Wealth Solutions’s Construction Partners ROAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,944
| Closed | -$221K | – | 915 |
|
|
2024
Q1 | $221K | Buy |
3,944
+54
| +1% | +$3.03K | 0.03% | 386 |
|
|
2023
Q4 | $169K | Buy |
+3,890
| New | +$169K | 0.02% | 401 |
|
|
2023
Q2 | – | Sell |
-11,684
| Closed | -$315K | – | 517 |
|
|
2023
Q1 | $315K | Buy |
11,684
+13
| +0.1% | +$350 | 0.05% | 372 |
|
|
2022
Q4 | $311K | Buy |
+11,671
| New | +$311K | 0.04% | 428 |
|