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SYSTM Wealth Solutions’s Workiva WK Stock Holding History

SYSTM Wealth Solutions’s Portfolio WK Stock Details WK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-668
Closed -$56.6K – 972
2024
Q1 		$56.6K Sell
668
-11
-2% -$933 0.01% 562
2023
Q4 		$68.9K Buy
+679
New +$68.9K 0.01% 527