Avantax Planning Partners’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 | $303K | Sell |
802
-12
| -1% | -$4.54K | 0.01% | 351 |
|
|
2025
Q1 | $207K | Buy |
814
+12
| +1% | +$3.05K | 0.01% | 409 |
|
|
2024
Q4 | $253K | Hold |
802
| – | – | 0.01% | 368 |
|
|
2024
Q3 | $239K | Sell |
802
-6
| -0.7% | -$1.79K | 0.01% | 380 |
|
|
2024
Q2 | $205K | Hold |
808
| – | – | 0.01% | 446 |
|
|
2024
Q1 | $210K | Buy |
+808
| New | +$210K | 0.01% | 438 |
|
|
2022
Q4 | – | Sell |
-4,263
| Closed | -$543K | – | 376 |
|
|
2022
Q3 | $543K | Sell |
4,263
-15
| -0.4% | -$1.91K | 0.02% | 214 |
|
|
2022
Q2 | $536K | Buy |
4,278
+6
| +0.1% | +$752 | 0.02% | 210 |
|
|
2022
Q1 | $562K | Buy |
+4,272
| New | +$562K | 0.02% | 215 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 977 |
|
|
2018
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1269 |
|
|
2018
Q2 | – | Sell |
-222
| Closed | -$8K | – | 1166 |
|
|
2018
Q1 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 1163 |
|