SWS
SYSTM Wealth Solutions’s Ryan Specialty Holdings RYAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-58,558
| Closed | -$3.39M | – | 521 |
|
|
2024
Q2 | $3.39M | Sell |
58,558
-10,489
| -15% | -$607K | 0.76% | 41 |
|
|
2024
Q1 | $3.83M | Buy |
69,047
+20,809
| +43% | +$1.15M | 0.48% | 53 |
|
|
2023
Q4 | $2.08M | Sell |
48,238
-8,193
| -15% | -$352K | 0.29% | 100 |
|
|
2023
Q3 | $2.73M | Buy |
56,431
+2,389
| +4% | +$116K | 0.42% | 55 |
|
|
2023
Q2 | $2.43M | Buy |
54,042
+2,223
| +4% | +$99.8K | 0.33% | 74 |
|
|
2023
Q1 | $2.09M | Buy |
51,819
+4,115
| +9% | +$166K | 0.32% | 77 |
|
|
2022
Q4 | $1.98M | Buy |
+47,704
| New | +$1.98M | 0.25% | 112 |
|