SWS
SYSTM Wealth Solutions’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-851
| Closed | -$143K | – | 588 |
|
|
2024
Q2 | $143K | Sell |
851
-2,337
| -73% | -$394K | 0.03% | 217 |
|
|
2024
Q1 | $497K | Sell |
3,188
-227
| -7% | -$35.4K | 0.06% | 285 |
|
|
2023
Q4 | $499K | Buy |
3,415
+127
| +4% | +$18.6K | 0.07% | 276 |
|
|
2023
Q3 | $402K | Sell |
3,288
-154
| -4% | -$18.8K | 0.06% | 314 |
|
|
2023
Q2 | $465K | Buy |
3,442
+211
| +7% | +$28.5K | 0.06% | 325 |
|
|
2023
Q1 | $420K | Buy |
3,231
+130
| +4% | +$16.9K | 0.06% | 326 |
|
|
2022
Q4 | $354K | Buy |
+3,101
| New | +$354K | 0.04% | 395 |
|