SWS
SYSTM Wealth Solutions’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$2.2K | – | 630 |
|
|
2024
Q2 | $2.2K | Sell |
10
-537
| -98% | -$118K | ﹤0.01% | 612 |
|
|
2024
Q1 | $139K | Hold |
547
| – | – | 0.02% | 437 |
|
|
2023
Q4 | $131K | Buy |
+547
| New | +$131K | 0.02% | 424 |
|
|
2023
Q2 | – | Sell |
-1,637
| Closed | -$291K | – | 527 |
|
|
2023
Q1 | $291K | Buy |
1,637
+22
| +1% | +$3.92K | 0.04% | 383 |
|
|
2022
Q4 | $260K | Buy |
+1,615
| New | +$260K | 0.03% | 457 |
|