Ameliora Wealth Management’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $832K | Sell |
2,200
-1,062
| -33% | -$402K | 0.3% | 49 |
|
2025
Q1 | $829K | Sell |
3,262
-30
| -0.9% | -$7.63K | 0.31% | 46 |
|
2024
Q4 | $1.04M | Hold |
3,292
| – | – | 0.39% | 43 |
|
2024
Q3 | $982K | Buy |
3,292
+89
| +3% | +$26.5K | 0.41% | 40 |
|
2024
Q2 | $814K | Hold |
3,203
| – | – | 0.37% | 45 |
|
2024
Q1 | $832K | Hold |
3,203
| – | – | 0.38% | 47 |
|
2023
Q4 | $691K | Buy |
3,203
+375
| +13% | +$80.9K | 0.34% | 47 |
|
2023
Q3 | $529K | Hold |
2,828
| – | – | 0.31% | 47 |
|
2023
Q2 | $556K | Sell |
2,828
-2,271
| -45% | -$446K | 0.34% | 50 |
|
2023
Q1 | $850K | Buy |
+5,099
| New | +$850K | 0.5% | 47 |
|