SWS
SYSTM Wealth Solutions’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-794
| Closed | -$67.5K | – | 546 |
|
|
2024
Q2 | $67.5K | Sell |
794
-18
| -2% | -$1.53K | 0.02% | 258 |
|
|
2024
Q1 | $69.6K | Hold |
812
| – | – | 0.01% | 533 |
|
|
2023
Q4 | $76.9K | Buy |
+812
| New | +$76.9K | 0.01% | 501 |
|
|
2023
Q3 | – | Sell |
-2,544
| Closed | -$229K | – | 489 |
|
|
2023
Q2 | $229K | Buy |
+2,544
| New | +$229K | 0.03% | 434 |
|