PWS
XYZ
Precision Wealth Strategies’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,294
| Closed | -$207K | – | 121 |
|
|
2022
Q4 | $207K | Sell |
3,294
-3,618
| -52% | -$227K | 0.22% | 96 |
|
|
2022
Q3 | $394K | Sell |
6,912
-2,128
| -24% | -$121K | 0.35% | 60 |
|
|
2022
Q2 | $580K | Buy |
9,040
+958
| +12% | +$61.5K | 0.46% | 43 |
|
|
2022
Q1 | $1.1M | Buy |
8,082
+5,252
| +186% | +$712K | 0.65% | 25 |
|
|
2021
Q4 | $457K | Buy |
2,830
+1,354
| +92% | +$219K | 0.33% | 89 |
|
|
2021
Q3 | $354K | Buy |
1,476
+354
| +32% | +$84.9K | 0.27% | 94 |
|
|
2021
Q2 | $274K | Sell |
1,122
-179
| -14% | -$43.7K | 0.24% | 84 |
|
|
2021
Q1 | $295K | Buy |
+1,301
| New | +$295K | 0.28% | 57 |
|