SWS
SYSTM Wealth Solutions’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.32K | Sell |
12
-130
| -92% | -$14.3K | 0.04% | 70 |
|
|
2024
Q2 | $13.9K | Sell |
142
-396
| -74% | -$38.7K | ﹤0.01% | 424 |
|
|
2024
Q1 | $47K | Hold |
538
| – | – | 0.01% | 588 |
|
|
2023
Q4 | $38.7K | Sell |
538
-11,170
| -95% | -$804K | 0.01% | 622 |
|
|
2023
Q3 | $915K | Buy |
11,708
+2,408
| +26% | +$188K | 0.14% | 191 |
|
|
2023
Q2 | $718K | Sell |
9,300
-822
| -8% | -$63.5K | 0.1% | 259 |
|
|
2023
Q1 | $617K | Buy |
10,122
+5,069
| +100% | +$309K | 0.09% | 265 |
|
|
2022
Q4 | $227K | Buy |
+5,053
| New | +$227K | 0.03% | 476 |
|