PWS
Precision Wealth Strategies’s Chefs' Warehouse CHEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,409
| Closed | -$239K | – | 132 |
|
|
2022
Q2 | $239K | Sell |
6,409
-96
| -1% | -$3.58K | 0.19% | 117 |
|
|
2022
Q1 | $212K | Sell |
6,505
-657
| -9% | -$21.4K | 0.13% | 161 |
|
|
2021
Q4 | $238K | Buy |
7,162
+630
| +10% | +$20.9K | 0.17% | 116 |
|
|
2021
Q3 | $213K | Buy |
+6,532
| New | +$213K | 0.16% | 113 |
|