PWS
Precision Wealth Strategies’s MediaAlpha MAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,096
| Closed | -$133K | – | 118 |
|
|
2024
Q2 | $133K | Buy |
+10,096
| New | +$133K | 0.14% | 98 |
|
|
2023
Q1 | – | Sell |
-14,335
| Closed | -$143K | – | 96 |
|
|
2022
Q4 | $143K | Sell |
14,335
-234
| -2% | -$2.33K | 0.15% | 98 |
|
|
2022
Q3 | $159K | Buy |
14,569
+2,189
| +18% | +$23.9K | 0.14% | 118 |
|
|
2022
Q2 | $138K | Buy |
12,380
+1,388
| +13% | +$15.5K | 0.11% | 144 |
|
|
2022
Q1 | $182K | Sell |
10,992
-804
| -7% | -$13.3K | 0.11% | 171 |
|
|
2021
Q4 | $182K | Buy |
11,796
+534
| +5% | +$8.24K | 0.13% | 125 |
|
|
2021
Q3 | $210K | Buy |
11,262
+3,461
| +44% | +$64.5K | 0.16% | 114 |
|
|
2021
Q2 | $328K | Buy |
7,801
+929
| +14% | +$39.1K | 0.28% | 70 |
|
|
2021
Q1 | $243K | Buy |
+6,872
| New | +$243K | 0.23% | 72 |
|