PWS
Precision Wealth Strategies’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,360
| Closed | -$336K | – | 129 |
|
|
2022
Q3 | $336K | Sell |
16,360
-2,000
| -11% | -$41.1K | 0.3% | 76 |
|
|
2022
Q2 | $342K | Buy |
18,360
+862
| +5% | +$16.1K | 0.27% | 85 |
|
|
2022
Q1 | $390K | Sell |
17,498
-6,603
| -27% | -$147K | 0.23% | 90 |
|
|
2021
Q4 | $525K | Buy |
24,101
+2,842
| +13% | +$61.9K | 0.38% | 76 |
|
|
2021
Q3 | $453K | Buy |
21,259
+10,043
| +90% | +$214K | 0.35% | 68 |
|
|
2021
Q2 | $226K | Buy |
+11,216
| New | +$226K | 0.19% | 101 |
|