SWS
SYSTM Wealth Solutions’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,815
| Closed | -$188K | – | 595 |
|
|
2024
Q2 | $188K | Sell |
2,815
-715
| -20% | -$47.8K | 0.04% | 194 |
|
|
2024
Q1 | $244K | Sell |
3,530
-390
| -10% | -$26.9K | 0.03% | 374 |
|
|
2023
Q4 | $265K | Buy |
3,920
+345
| +10% | +$23.3K | 0.04% | 345 |
|
|
2023
Q3 | $235K | Buy |
+3,575
| New | +$235K | 0.04% | 407 |
|
|
2023
Q2 | – | Sell |
-3,661
| Closed | -$216K | – | 526 |
|
|
2023
Q1 | $216K | Sell |
3,661
-704
| -16% | -$41.6K | 0.03% | 432 |
|
|
2022
Q4 | $271K | Buy |
+4,365
| New | +$271K | 0.03% | 455 |
|