SWS
SYSTM Wealth Solutions’s WESCO International WCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,310
| Closed | -$567K | – | 965 |
|
|
2024
Q1 | $567K | Buy |
3,310
+1,671
| +102% | +$286K | 0.07% | 272 |
|
|
2023
Q4 | $285K | Buy |
+1,639
| New | +$285K | 0.04% | 335 |
|
|
2023
Q3 | – | Sell |
-4,860
| Closed | -$870K | – | 495 |
|
|
2023
Q2 | $870K | Buy |
4,860
+753
| +18% | +$135K | 0.12% | 227 |
|
|
2023
Q1 | $635K | Sell |
4,107
-4,401
| -52% | -$680K | 0.1% | 255 |
|
|
2022
Q4 | $1.07M | Buy |
+8,508
| New | +$1.07M | 0.13% | 193 |
|