PWS
Precision Wealth Strategies’s CoreCard CCRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,912
| Closed | -$258K | – | 78 |
|
|
2022
Q4 | $258K | Sell |
8,912
-2,495
| -22% | -$72.3K | 0.27% | 78 |
|
|
2022
Q3 | $254K | Sell |
11,407
-651
| -5% | -$14.5K | 0.22% | 100 |
|
|
2022
Q2 | $274K | Sell |
12,058
-480
| -4% | -$10.9K | 0.22% | 108 |
|
|
2022
Q1 | $344K | Buy |
12,538
+61
| +0.5% | +$1.67K | 0.2% | 103 |
|
|
2021
Q4 | $484K | Buy |
12,477
+478
| +4% | +$18.5K | 0.35% | 85 |
|
|
2021
Q3 | $487K | Buy |
11,999
+170
| +1% | +$6.9K | 0.38% | 59 |
|
|
2021
Q2 | $372K | Buy |
11,829
+593
| +5% | +$18.6K | 0.32% | 64 |
|
|
2021
Q1 | $460K | Buy |
11,236
+251
| +2% | +$10.3K | 0.44% | 32 |
|
|
2020
Q4 | $441K | Buy |
+10,985
| New | +$441K | 0.48% | 25 |
|