SYSTM Wealth Solutions’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$143K Sell
2024
Q1
$497K Sell
2023
Q4
$499K Buy
2023
Q3
$402K Sell
2023
Q2
$465K Buy
2023
Q1
$420K Buy
2022
Q4
$354K Buy