SWS
SYSTM Wealth Solutions’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,203
| Closed | -$823K | – | 519 |
|
|
2024
Q2 | $823K | Sell |
8,203
-613
| -7% | -$61.5K | 0.18% | 121 |
|
|
2024
Q1 | $860K | Sell |
8,816
-3,093
| -26% | -$302K | 0.11% | 221 |
|
|
2023
Q4 | $1M | Sell |
11,909
-4,065
| -25% | -$342K | 0.14% | 195 |
|
|
2023
Q3 | $1.15M | Buy |
+15,974
| New | +$1.15M | 0.18% | 156 |
|
|
2023
Q2 | – | Sell |
-13,219
| Closed | -$1.29M | – | 518 |
|
|
2023
Q1 | $1.29M | Sell |
13,219
-2,043
| -13% | -$200K | 0.2% | 141 |
|
|
2022
Q4 | $1.54M | Buy |
+15,262
| New | +$1.54M | 0.19% | 149 |
|