SWS
SYSTM Wealth Solutions’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,428
| Closed | -$1.99M | – | 578 |
|
|
2024
Q2 | $1.99M | Sell |
13,428
-11,630
| -46% | -$1.72M | 0.44% | 77 |
|
|
2024
Q1 | $4.44M | Buy |
25,058
+4,306
| +21% | +$763K | 0.56% | 43 |
|
|
2023
Q4 | $2.96M | Buy |
20,752
+1,796
| +9% | +$256K | 0.41% | 62 |
|
|
2023
Q3 | $2.1M | Buy |
+18,956
| New | +$2.1M | 0.32% | 83 |
|
|
2023
Q2 | – | Sell |
-37,425
| Closed | -$6.2M | – | 522 |
|
|
2023
Q1 | $6.2M | Sell |
37,425
-2,842
| -7% | -$471K | 0.95% | 18 |
|
|
2022
Q4 | $6M | Buy |
+40,267
| New | +$6M | 0.75% | 20 |
|