PWS
Precision Wealth Strategies’s Olo Inc OLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,938
| Closed | -$97K | – | 119 |
|
|
2024
Q2 | $97K | Buy |
21,938
+6,045
| +38% | +$26.7K | 0.1% | 102 |
|
|
2024
Q1 | $87.3K | Buy |
15,893
+2,032
| +15% | +$11.2K | 0.08% | 99 |
|
|
2023
Q4 | $79.3K | Buy |
13,861
+258
| +2% | +$1.48K | 0.08% | 89 |
|
|
2023
Q3 | $82.4K | Buy |
+13,603
| New | +$82.4K | 0.09% | 80 |
|
|
2023
Q1 | – | Sell |
-13,149
| Closed | -$82.2K | – | 102 |
|
|
2022
Q4 | $82.2K | Buy |
+13,149
| New | +$82.2K | 0.09% | 104 |
|