SWS
SI
SYSTM Wealth Solutions’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,985
| Closed | -$645K | – | 1030 |
|
|
2023
Q3 | $645K | Sell |
8,985
-3,017
| -25% | -$217K | 0.1% | 243 |
|
|
2023
Q2 | $999K | Sell |
12,002
-312
| -3% | -$26K | 0.14% | 197 |
|
|
2023
Q1 | $998K | Sell |
12,314
-502
| -4% | -$40.7K | 0.15% | 176 |
|
|
2022
Q4 | $887K | Buy |
+12,816
| New | +$887K | 0.11% | 233 |
|