SWS
SYSTM Wealth Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,874
| Closed | -$289K | – | 633 |
|
|
2024
Q2 | $289K | Sell |
4,874
-26,859
| -85% | -$1.6M | 0.06% | 174 |
|
|
2024
Q1 | $1.84M | Sell |
31,733
-918
| -3% | -$53.2K | 0.23% | 127 |
|
|
2023
Q4 | $1.61M | Sell |
32,651
-1,617
| -5% | -$79.6K | 0.22% | 133 |
|
|
2023
Q3 | $1.4M | Sell |
34,268
-4,433
| -11% | -$181K | 0.22% | 131 |
|
|
2023
Q2 | $1.65M | Buy |
38,701
+3,005
| +8% | +$128K | 0.22% | 124 |
|
|
2023
Q1 | $1.33M | Sell |
35,696
-18,533
| -34% | -$693K | 0.21% | 132 |
|
|
2022
Q4 | $2.24M | Buy |
+54,229
| New | +$2.24M | 0.28% | 100 |
|