PWS
Precision Wealth Strategies’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
2,378
+294
| +14% | +$40K | 0.11% | 135 |
|
|
2025
Q1 | $277K | Buy |
2,084
+125
| +6% | +$16.6K | 0.21% | 88 |
|
|
2024
Q4 | $360K | Buy |
1,959
+24
| +1% | +$4.42K | 0.28% | 88 |
|
|
2024
Q3 | $376K | Sell |
1,935
-28
| -1% | -$5.44K | 0.35% | 76 |
|
|
2024
Q2 | $369K | Sell |
1,963
-358
| -15% | -$67.4K | 0.38% | 69 |
|
|
2024
Q1 | $429K | Sell |
2,321
-41
| -2% | -$7.58K | 0.41% | 51 |
|
|
2023
Q4 | $458K | Sell |
2,362
-4
| -0.2% | -$775 | 0.44% | 35 |
|
|
2023
Q3 | $404K | Buy |
2,366
+88
| +4% | +$15K | 0.44% | 32 |
|
|
2023
Q2 | $438K | Sell |
2,278
-1,258
| -36% | -$242K | 0.72% | 33 |
|
|
2023
Q1 | $539K | Sell |
3,536
-250
| -7% | -$38.1K | 0.84% | 24 |
|
|
2022
Q4 | $486K | Sell |
3,786
-29
| -0.8% | -$3.72K | 0.51% | 41 |
|
|
2022
Q3 | $476K | Sell |
3,815
-265
| -6% | -$33.1K | 0.42% | 48 |
|
|
2022
Q2 | $423K | Buy |
4,080
+27
| +0.7% | +$2.8K | 0.33% | 60 |
|
|
2022
Q1 | $532K | Sell |
4,053
-452
| -10% | -$59.3K | 0.32% | 64 |
|
|
2021
Q4 | $641K | Buy |
4,505
+326
| +8% | +$46.4K | 0.46% | 62 |
|
|
2021
Q3 | $674K | Buy |
4,179
+413
| +11% | +$66.6K | 0.52% | 39 |
|
|
2021
Q2 | $376K | Buy |
3,766
+236
| +7% | +$23.6K | 0.32% | 63 |
|
|
2021
Q1 | $351K | Buy |
3,530
+308
| +10% | +$30.6K | 0.34% | 45 |
|
|
2020
Q4 | $350K | Buy |
+3,222
| New | +$350K | 0.38% | 35 |
|