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SYSTM Wealth Solutions’s StepStone Group STEP Stock Holding History

SYSTM Wealth Solutions’s Portfolio STEP Stock Details STEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-362
Closed -$16.6K – 556
2024
Q2 		$16.6K Sell
362
-166
-31% -$7.61K ﹤0.01% 396
2024
Q1 		$18.9K Buy
528
+58
+12% +$2.07K ﹤0.01% 705
2023
Q4 		$15K Buy
+470
New +$15K ﹤0.01% 777