PWS
Precision Wealth Strategies’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,702
| Closed | -$1.02M | – | 131 |
|
|
2021
Q3 | $1.02M | Sell |
19,702
-41,196
| -68% | -$2.13M | 0.79% | 18 |
|
|
2021
Q2 | $3.25M | Sell |
60,898
-5,237
| -8% | -$279K | 2.8% | 5 |
|
|
2021
Q1 | $3.38M | Buy |
66,135
+20,033
| +43% | +$1.02M | 3.25% | 5 |
|
|
2020
Q4 | $2.19M | Buy |
+46,102
| New | +$2.19M | 2.38% | 7 |
|