SWS
SYSTM Wealth Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.48K | Sell |
9
-12,937
| -100% | -$3.56M | 0.08% | 53 |
|
|
2024
Q2 | $3.4M | Sell |
12,946
-10,206
| -44% | -$2.68M | 0.76% | 40 |
|
|
2024
Q1 | $6.46M | Buy |
23,152
+484
| +2% | +$135K | 0.82% | 27 |
|
|
2023
Q4 | $5.9M | Sell |
22,668
-1,651
| -7% | -$430K | 0.82% | 20 |
|
|
2023
Q3 | $5.59M | Sell |
24,319
-585
| -2% | -$135K | 0.86% | 20 |
|
|
2023
Q2 | $5.91M | Buy |
24,904
+4,068
| +20% | +$966K | 0.8% | 20 |
|
|
2023
Q1 | $4.7M | Sell |
20,836
-5,549
| -21% | -$1.25M | 0.72% | 29 |
|
|
2022
Q4 | $5.48M | Buy |
+26,385
| New | +$5.48M | 0.68% | 25 |
|