SWS
SYSTM Wealth Solutions’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $113K | Sell |
1,747
-84,838
| -98% | -$5.5M | 3.44% | 13 |
|
|
2024
Q2 | $6.38M | Sell |
86,585
-20,889
| -19% | -$1.54M | 1.42% | 16 |
|
|
2024
Q1 | $7.77M | Buy |
107,474
+8,615
| +9% | +$623K | 0.98% | 15 |
|
|
2023
Q4 | $6.8M | Buy |
98,859
+25,247
| +34% | +$1.74M | 0.94% | 15 |
|
|
2023
Q3 | $4.04M | Sell |
73,612
-10,476
| -12% | -$575K | 0.62% | 38 |
|
|
2023
Q2 | $4.77M | Buy |
84,088
+63,383
| +306% | +$3.59M | 0.65% | 31 |
|
|
2023
Q1 | $1.08M | Sell |
20,705
-12,000
| -37% | -$629K | 0.17% | 164 |
|
|
2022
Q4 | $2.72M | Buy |
+32,705
| New | +$2.72M | 0.34% | 79 |
|