Precision Wealth Strategies’s Silvergate Capital Corporation SI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,605
Closed -$308K 133
2022
Q3
$308K Sell
5,605
-1,377
-20% -$75.7K 0.27% 82
2022
Q2
$415K Sell
6,982
-94
-1% -$5.59K 0.33% 64
2022
Q1
$1.07M Buy
7,076
+670
+10% +$101K 0.63% 26
2021
Q4
$949K Sell
6,406
-2,138
-25% -$317K 0.68% 28
2021
Q3
$987K Buy
8,544
+33
+0.4% +$3.81K 0.76% 19
2021
Q2
$964K Buy
8,511
+134
+2% +$15.2K 0.83% 21
2021
Q1
$1.19M Buy
8,377
+1,275
+18% +$181K 1.15% 12
2020
Q4
$528K Buy
+7,102
New +$528K 0.57% 18