SWS
SYSTM Wealth Solutions’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,916
| Closed | -$196K | – | 607 |
|
|
2024
Q2 | $196K | Sell |
4,916
-31,647
| -87% | -$1.26M | 0.04% | 189 |
|
|
2024
Q1 | $1.64M | Sell |
36,563
-3,086
| -8% | -$139K | 0.21% | 140 |
|
|
2023
Q4 | $1.72M | Sell |
39,649
-6,438
| -14% | -$280K | 0.24% | 123 |
|
|
2023
Q3 | $1.52M | Sell |
46,087
-28,331
| -38% | -$937K | 0.23% | 117 |
|
|
2023
Q2 | $2.46M | Buy |
74,418
+534
| +0.7% | +$17.6K | 0.33% | 70 |
|
|
2023
Q1 | $2.66M | Sell |
73,884
-9,987
| -12% | -$360K | 0.41% | 63 |
|
|
2022
Q4 | $3.66M | Buy |
+83,871
| New | +$3.66M | 0.45% | 59 |
|