Precision Wealth Strategies, LLC Closed Holding Positions

Precision Wealth Strategies, LLC

$87.6 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
GEM Goldman Sachs ETF Tr Actvebeta ETFs	Q3 2021 Filed on Nov 02, 2021	23,059	$36.83 - $40.59 $849K - $936K
GLW Corning Inc Technology	Q3 2021 Filed on Nov 02, 2021	6,677	$36.49 - $41.86 $244K - $279K
TT Trane Technologies PLC Industrials	Q3 2021 Filed on Nov 02, 2021	2,067	$172.65 - $206.56 $357K - $427K
L Brands Inc	Q3 2021 Filed on Nov 02, 2021	5,529	N/A
WDC Western Digital Corp Technology	Q3 2021 Filed on Nov 02, 2021	3,115	$55.47 - $70.89 $173K - $221K
LMT Lockheed Martin Corp Industrials	Q3 2021 Filed on Nov 02, 2021	742	$336.05 - $383.48 $249K - $285K
LRCX Lam Research Corp Technology	Q3 2021 Filed on Nov 02, 2021	560	$565.97 - $649.78 $317K - $364K
PH Parker Hannifin Corp Industrials	Q3 2021 Filed on Nov 02, 2021	1,041	$279.47 - $313.39 $291K - $326K
XOP Spdr Ser Tr Oil & Gas Explorat ETFs	Q3 2021 Filed on Nov 02, 2021	14,217	$72.88 - $98.98 $1.04M - $1.41M
PKB Invesco Exchange Traded Fd Tr ETFs	Q3 2021 Filed on Nov 02, 2021	5,659	$47.06 - $51.81 $266K - $293K
QABA First Trust Nasdaq Aba Communi ETFs	Q3 2021 Filed on Nov 02, 2021	31,376	$51.34 - $56.83 $1.61M - $1.78M
VIOV Vanguard S&P Small Cap 600 Val ETFs	Q3 2021 Filed on Nov 02, 2021	9,637	$83.18 - $91.93 $802K - $886K
AES Aes Corp Utilities	Q3 2021 Filed on Nov 02, 2021	8,927	$22.83 - $26.33 $204K - $235K
PFG Principal Financial Group Inc Financial Services	Q2 2021 Filed on Jul 22, 2021	4,493	$59.74 - $66.87 $268K - $300K
VDC Vanguard Consumer Staples ETF ETFs	Q2 2021 Filed on Jul 22, 2021	6,439	$177.72 - $186.68 $1.14M - $1.2M
VALE Vale S.A. Basic Materials	Q2 2021 Filed on Jul 22, 2021	12,231	$17.12 - $22.81 $209K - $279K
AMT American Tower Corp Real Estate	Q2 2021 Filed on Jul 22, 2021	1,616	$240.06 - $272.79 $388K - $441K
VGT Vanguard Information Technolog ETFs	Q2 2021 Filed on Jul 22, 2021	1,259	$351.88 - $400.08 $443K - $504K
BGSF Bgsf, Inc. Industrials	Q2 2021 Filed on Jul 22, 2021	11,255	$11.63 - $14.74 $131K - $166K
VPU Vanguard Utilities ETF ETFs	Q2 2021 Filed on Jul 22, 2021	8,271	$138.76 - $148.08 $1.15M - $1.22M
GLD Spdr Gold Trust ETFs	Q1 2021 Filed on Apr 26, 2021	14,545	$157.49 - $182.87 $2.29M - $2.66M
CHE Chemed Corp Healthcare	Q1 2021 Filed on Apr 26, 2021	898	$420.53 - $556.02 $378K - $499K
Bg Staffing Inc	Q1 2021 Filed on Apr 26, 2021	11,536	N/A
ETF Ser Solutions	Q1 2021 Filed on Apr 26, 2021	46,102	N/A
FDM First Trust Dow Jones Select M ETFs	Q1 2021 Filed on Apr 26, 2021	4,505	$47.17 - $63.66 $213K - $287K

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