PWS
Precision Wealth Strategies’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,027
| Closed | -$345K | – | 93 |
|
|
2022
Q4 | $345K | Sell |
1,027
-4
| -0.4% | -$1.35K | 0.36% | 61 |
|
|
2022
Q3 | $303K | Sell |
1,031
-212
| -17% | -$62.3K | 0.27% | 83 |
|
|
2022
Q2 | $296K | Buy |
1,243
+59
| +5% | +$14.1K | 0.23% | 100 |
|
|
2022
Q1 | $352K | Sell |
1,184
-334
| -22% | -$99.3K | 0.21% | 101 |
|
|
2021
Q4 | $507K | Buy |
+1,518
| New | +$507K | 0.37% | 83 |
|