SWS
SYSTM Wealth Solutions’s Takeda Pharmaceutical TAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,679
| Closed | -$60.5K | – | 568 |
|
|
2024
Q2 | $60.5K | Sell |
4,679
-2,799
| -37% | -$36.2K | 0.01% | 272 |
|
|
2024
Q1 | $104K | Sell |
7,478
-3,088
| -29% | -$42.9K | 0.01% | 472 |
|
|
2023
Q4 | $151K | Sell |
10,566
-749
| -7% | -$10.7K | 0.02% | 411 |
|
|
2023
Q3 | $175K | Sell |
11,315
-134
| -1% | -$2.07K | 0.03% | 445 |
|
|
2023
Q2 | $180K | Buy |
11,449
+502
| +5% | +$7.89K | 0.02% | 466 |
|
|
2023
Q1 | $180K | Sell |
10,947
-1,372
| -11% | -$22.6K | 0.03% | 449 |
|
|
2022
Q4 | $192K | Buy |
+12,319
| New | +$192K | 0.02% | 504 |
|