SYSTM Wealth Solutions LLC
- SEC CIK
- 0001961893
- Latest filing
- Nov 14, 2024
PTLO holding history
Portillo's Inc. in every 13F filed by SYSTM Wealth Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PTLO overviewAll 13F holders of PTLOFull Q3 2024 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −68,083−100.0% | Sold out | Holders |
| Q4 2023 | 68,083 | $1.08M | 0.2% | −6,616−8.9% | Reduced | Holders |
| Q3 2023 | 74,699 | $1.15M | 0.2% | +16,450+28.2% | Added | Holders |
| Q2 2023 | 58,249 | $1.31M | 0.2% | +24,893+74.6% | Added | Holders |
| Q1 2023 | 33,356 | $712.8K | 0.1% | +33,356 | New | Holders |