PWS
Precision Wealth Strategies’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
183,692
-14,347
| -7% | -$298K | 1.24% | 18 |
|
|
2025
Q1 | $4.11M | Sell |
198,039
-370
| -0.2% | -$7.68K | 3.14% | 7 |
|
|
2024
Q4 | $4.09M | Buy |
198,409
+57,718
| +41% | +$1.19M | 3.16% | 7 |
|
|
2024
Q3 | $2.98M | Sell |
140,691
-13,666
| -9% | -$290K | 2.76% | 8 |
|
|
2024
Q2 | $3.18M | Sell |
154,357
-35,633
| -19% | -$734K | 3.29% | 7 |
|
|
2024
Q1 | $3.9M | Buy |
+189,990
| New | +$3.9M | 3.69% | 6 |
|