SWS
SYSTM Wealth Solutions’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,627
| Closed | -$81.1K | – | 926 |
|
|
2024
Q1 | $81.1K | Buy |
1,627
+28
| +2% | +$1.4K | 0.01% | 506 |
|
|
2023
Q4 | $61.9K | Sell |
1,599
-5,190
| -76% | -$201K | 0.01% | 542 |
|
|
2023
Q3 | $269K | Sell |
6,789
-2,103
| -24% | -$83.4K | 0.04% | 384 |
|
|
2023
Q2 | $281K | Sell |
8,892
-485
| -5% | -$15.3K | 0.04% | 398 |
|
|
2023
Q1 | $264K | Buy |
9,377
+1,155
| +14% | +$32.5K | 0.04% | 400 |
|
|
2022
Q4 | $286K | Buy |
+8,222
| New | +$286K | 0.04% | 447 |
|