SWS
SYSTM Wealth Solutions’s SPS Commerce SPSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,593
| Closed | -$295K | – | 930 |
|
2024
Q1 | $295K | Buy |
1,593
+1,552
| +3,785% | +$287K | 0.04% | 352 |
|
2023
Q4 | $7.95K | Sell |
41
-1,587
| -97% | -$308K | ﹤0.01% | 852 |
|
2023
Q3 | $278K | Buy |
1,628
+1
| +0.1% | +$171 | 0.04% | 378 |
|
2023
Q2 | $312K | Buy |
1,627
+15
| +0.9% | +$2.88K | 0.04% | 383 |
|
2023
Q1 | $246K | Sell |
1,612
-38
| -2% | -$5.79K | 0.04% | 414 |
|
2022
Q4 | $212K | Buy |
+1,650
| New | +$212K | 0.03% | 491 |
|