PWS
Precision Wealth Strategies’s Omega Flex OFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,271
| Closed | -$212K | – | 101 |
|
|
2022
Q4 | $212K | Buy |
+2,271
| New | +$212K | 0.22% | 94 |
|
|
2022
Q3 | – | Sell |
-2,134
| Closed | -$230K | – | 144 |
|
|
2022
Q2 | $230K | Buy |
2,134
+275
| +15% | +$29.6K | 0.18% | 123 |
|
|
2022
Q1 | $241K | Sell |
1,859
-344
| -16% | -$44.6K | 0.14% | 148 |
|
|
2021
Q4 | $280K | Buy |
2,203
+173
| +9% | +$22K | 0.2% | 110 |
|
|
2021
Q3 | $290K | Buy |
2,030
+493
| +32% | +$70.4K | 0.22% | 99 |
|
|
2021
Q2 | $225K | Buy |
1,537
+206
| +15% | +$30.2K | 0.19% | 103 |
|
|
2021
Q1 | $210K | Buy |
+1,331
| New | +$210K | 0.2% | 77 |
|