PWS
Precision Wealth Strategies’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,905
| Closed | -$349K | – | 148 |
|
|
2022
Q2 | $349K | Buy |
3,905
+50
| +1% | +$4.47K | 0.27% | 81 |
|
|
2022
Q1 | $424K | Sell |
3,855
-231
| -6% | -$25.4K | 0.25% | 84 |
|
|
2021
Q4 | $410K | Buy |
4,086
+778
| +24% | +$78.1K | 0.3% | 96 |
|
|
2021
Q3 | $305K | Buy |
+3,308
| New | +$305K | 0.24% | 98 |
|