SWS
SYSTM Wealth Solutions’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,607
| Closed | -$619K | – | 967 |
|
|
2024
Q1 | $619K | Sell |
2,607
-329
| -11% | -$78.1K | 0.08% | 262 |
|
|
2023
Q4 | $571K | Buy |
2,936
+411
| +16% | +$80K | 0.08% | 258 |
|
|
2023
Q3 | $475K | Sell |
2,525
-263
| -9% | -$49.5K | 0.07% | 293 |
|
|
2023
Q2 | $508K | Buy |
2,788
+266
| +11% | +$48.4K | 0.07% | 312 |
|
|
2023
Q1 | $464K | Sell |
2,522
-133
| -5% | -$24.5K | 0.07% | 302 |
|
|
2022
Q4 | $434K | Buy |
+2,655
| New | +$434K | 0.05% | 366 |
|