PWA
Phoenix Wealth Advisors’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
1,496
-5
| -0.3% | -$1.25K | 0.16% | 92 |
|
|
2025
Q1 | $314K | Sell |
1,501
-52
| -3% | -$10.9K | 0.14% | 96 |
|
|
2024
Q4 | $327K | Sell |
1,553
-18
| -1% | -$3.79K | 0.14% | 94 |
|
|
2024
Q3 | $374K | Sell |
1,571
-28
| -2% | -$6.66K | 0.17% | 89 |
|
|
2024
Q2 | $359K | Buy |
1,599
+68
| +4% | +$15.3K | 0.18% | 88 |
|
|
2024
Q1 | $326K | Sell |
1,531
-41
| -3% | -$8.74K | 0.2% | 91 |
|
|
2023
Q4 | $330K | Sell |
1,572
-9
| -0.6% | -$1.89K | 0.23% | 86 |
|
|
2023
Q3 | $275K | Buy |
1,581
+36
| +2% | +$6.27K | 0.16% | 94 |
|
|
2023
Q2 | $302K | Sell |
1,545
-40
| -3% | -$7.83K | 0.18% | 82 |
|
|
2023
Q1 | $311K | Buy |
1,585
+93
| +6% | +$18.3K | 0.19% | 74 |
|
|
2022
Q4 | $311K | Sell |
1,492
-22
| -1% | -$4.58K | 0.19% | 75 |
|
|
2022
Q3 | $315K | Buy |
1,514
+48
| +3% | +$9.99K | 0.32% | 72 |
|
|
2022
Q2 | $354K | Buy |
1,466
+113
| +8% | +$27.3K | 0.35% | 67 |
|
|
2022
Q1 | $349K | Buy |
1,353
+122
| +10% | +$31.5K | 0.36% | 63 |
|
|
2021
Q4 | $262K | Sell |
1,231
-260
| -17% | -$55.3K | 0.2% | 97 |
|
|
2021
Q3 | $328K | Buy |
1,491
+15
| +1% | +$3.3K | 0.24% | 85 |
|
|
2021
Q2 | $324K | Buy |
1,476
+127
| +9% | +$27.9K | 0.23% | 91 |
|
|
2021
Q1 | $275K | Buy |
1,349
+255
| +23% | +$52K | 0.21% | 91 |
|
|
2020
Q4 | $207K | Buy |
+1,094
| New | +$207K | 0.16% | 109 |
|