SWS
SYSTM Wealth Solutions’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,577
| Closed | -$2.04M | – | 637 |
|
|
2024
Q2 | $2.04M | Sell |
9,577
-5,742
| -37% | -$1.23M | 0.46% | 74 |
|
|
2024
Q1 | $3.27M | Sell |
15,319
-83
| -0.5% | -$17.7K | 0.41% | 66 |
|
|
2023
Q4 | $2.76M | Buy |
15,402
+1,095
| +8% | +$196K | 0.38% | 69 |
|
|
2023
Q3 | $2.18M | Sell |
14,307
-957
| -6% | -$146K | 0.34% | 73 |
|
|
2023
Q2 | $2.65M | Buy |
15,264
+1,003
| +7% | +$174K | 0.36% | 65 |
|
|
2023
Q1 | $2.33M | Sell |
14,261
-1,918
| -12% | -$313K | 0.36% | 70 |
|
|
2022
Q4 | $2.54M | Buy |
+16,179
| New | +$2.54M | 0.32% | 84 |
|