Precision Wealth Strategies, LLC Energy Sector Spdr Transaction History

Precision Wealth Strategies, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$76.59 - $87.23 $22,670 - $25,820	-296 Reduced 6.59%	4,195 $340,000
Q1 2023 May 04, 2023	SELL	$76.97 - $93.11 $56,495 - $68,342	-734 Reduced 14.05%	4,491 $371,000
Q4 2022 Feb 07, 2023	SELL	$76.09 - $94.08 $15,902 - $19,662	-209 Reduced 3.85%	5,225 $457,000
Q3 2022 Oct 25, 2022	BUY	$67.49 - $84.09 $27,670 - $34,476	410 Added 8.16%	5,434 $475,000
Q2 2022 Jul 14, 2022	SELL	$70.66 - $92.28 $490,945 - $641,161	-6,948 Reduced 58.04%	5,024 $346,000
Q1 2022 May 04, 2022	BUY	$57.22 - $78.75 $685,037 - $942,795	11,972 New	11,972 $915,000

2,027

236M

45.7M

111M

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

Stay updated on Precision Wealth Strategies, LLC with notifications on news.