PRECISION WEALTH STRATEGIES, LLC – Morningstar, Inc. Transaction History
PRECISION WEALTH STRATEGIES, LLC portfolio value:
$536,000
portfolio value
PRECISION WEALTH STRATEGIES, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.78% | -153 shares | -67K | $212.32 | 2.49K |
| Q2 2022 | share | Increase | +8.17% | 200 shares | -66K | $241.83 | 2.64K |
| Q1 2022 | share | Decrease | -9.06% | -244 shares | -252K | $273.17 | 2.44K |
| Q4 2021 | share | Increase | +11.28% | 273 shares | 294K | $341.9 | 2.69K |
| Q3 2021 | share | Increase | +27.70% | 525 shares | 140K | $258.73 | 2.42K |
| Q2 2021 | share | Increase | +15.06% | 248 shares | 116K | $256.5 | 1.89K |
| Q1 2021 | share | Increase | +31.55% | 395 shares | 81K | $224.2 | 1.64K |
| Q4 2020 | share | Increase | 0.00% | 1.25K shares | 290K | $230.71 | 1.25K |