SWS
SYSTM Wealth Solutions’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$66.7K | – | 548 |
|
|
2024
Q2 | $66.7K | Sell |
150
-284
| -65% | -$126K | 0.01% | 259 |
|
|
2024
Q1 | $185K | Sell |
434
-3
| -0.7% | -$1.28K | 0.02% | 406 |
|
|
2023
Q4 | $193K | Buy |
+437
| New | +$193K | 0.03% | 383 |
|
|
2023
Q3 | – | Sell |
-512
| Closed | -$205K | – | 490 |
|
|
2023
Q2 | $205K | Buy |
+512
| New | +$205K | 0.03% | 455 |
|
|
2023
Q1 | – | Sell |
-611
| Closed | -$205K | – | 520 |
|
|
2022
Q4 | $205K | Buy |
+611
| New | +$205K | 0.03% | 500 |
|