SWS
SYSTM Wealth Solutions’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,123
| Closed | -$1.11M | – | 619 |
|
|
2024
Q2 | $1.11M | Sell |
4,123
-4,080
| -50% | -$1.1M | 0.25% | 107 |
|
|
2024
Q1 | $1.93M | Sell |
8,203
-163
| -2% | -$38.4K | 0.24% | 125 |
|
|
2023
Q4 | $2M | Sell |
8,366
-169
| -2% | -$40.4K | 0.28% | 105 |
|
|
2023
Q3 | $2.02M | Sell |
8,535
-603
| -7% | -$142K | 0.31% | 87 |
|
|
2023
Q2 | $2.07M | Buy |
9,138
+774
| +9% | +$175K | 0.28% | 96 |
|
|
2023
Q1 | $1.6M | Sell |
8,364
-17,444
| -68% | -$3.35M | 0.25% | 106 |
|
|
2022
Q4 | $4.55M | Buy |
+25,808
| New | +$4.55M | 0.57% | 37 |
|