PWS
Precision Wealth Strategies’s News Corp Class A NWSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,087
| Closed | -$370K | – | 115 |
|
|
2023
Q4 | $370K | Sell |
15,087
-231
| -2% | -$5.67K | 0.36% | 52 |
|
|
2023
Q3 | $307K | Buy |
+15,318
| New | +$307K | 0.33% | 56 |
|
|
2022
Q3 | – | Sell |
-24,743
| Closed | -$383K | – | 143 |
|
|
2022
Q2 | $383K | Sell |
24,743
-4,313
| -15% | -$66.8K | 0.3% | 72 |
|
|
2022
Q1 | $644K | Sell |
29,056
-9,382
| -24% | -$208K | 0.38% | 52 |
|
|
2021
Q4 | $858K | Buy |
38,438
+12,080
| +46% | +$270K | 0.62% | 32 |
|
|
2021
Q3 | $620K | Buy |
26,358
+10,458
| +66% | +$246K | 0.48% | 47 |
|
|
2021
Q2 | $410K | Buy |
+15,900
| New | +$410K | 0.35% | 48 |
|