PWS
Precision Wealth Strategies’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
13,805
+29
| +0.2% | +$264 | 0.04% | 174 |
|
|
2025
Q1 | $135K | Buy |
13,776
+2,867
| +26% | +$28K | 0.1% | 97 |
|
|
2024
Q4 | $126K | Hold |
10,909
| – | – | 0.1% | 107 |
|
|
2024
Q3 | $154K | Buy |
10,909
+1
| +0% | +$14 | 0.14% | 102 |
|
|
2024
Q2 | $123K | Hold |
10,908
| – | – | 0.13% | 100 |
|
|
2024
Q1 | $113K | Buy |
+10,908
| New | +$113K | 0.11% | 97 |
|
|
2023
Q2 | – | Sell |
-10,009
| Closed | -$127K | – | 67 |
|
|
2023
Q1 | $127K | Sell |
10,009
-1,193
| -11% | -$15.1K | 0.2% | 69 |
|
|
2022
Q4 | $124K | Hold |
11,202
| – | – | 0.13% | 101 |
|
|
2022
Q3 | $130K | Hold |
11,202
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $151K | Buy |
11,202
+644
| +6% | +$8.68K | 0.12% | 141 |
|
|
2022
Q1 | $224K | Buy |
10,558
+2,551
| +32% | +$54.1K | 0.13% | 152 |
|
|
2021
Q4 | $270K | Buy |
8,007
+1,531
| +24% | +$51.6K | 0.19% | 113 |
|
|
2021
Q3 | $258K | Hold |
6,476
| – | – | 0.2% | 106 |
|
|
2021
Q2 | $251K | Buy |
+6,476
| New | +$251K | 0.22% | 90 |
|