Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,128
| Closed | -$287K | – | 277 |
|
|
2024
Q2 | $287K | Sell |
1,128
-2,861
| -72% | -$727K | 0.12% | 203 |
|
|
2024
Q1 | $1.04M | Sell |
3,989
-106
| -3% | -$27.5K | 0.19% | 117 |
|
|
2023
Q4 | $884K | Buy |
4,095
+21
| +0.5% | +$4.53K | 0.15% | 152 |
|
|
2023
Q3 | $762K | Sell |
4,074
-74
| -2% | -$13.8K | 0.13% | 165 |
|
|
2023
Q2 | $815K | Sell |
4,148
-2,075
| -33% | -$408K | 0.09% | 236 |
|
|
2023
Q1 | $1.04M | Sell |
6,223
-1,068
| -15% | -$178K | 0.12% | 192 |
|
|
2022
Q4 | $1.04M | Sell |
7,291
-771
| -10% | -$110K | 0.13% | 178 |
|
|
2022
Q3 | $1.03M | Sell |
8,062
-3
| -0% | -$382 | 0.14% | 155 |
|
|
2022
Q2 | $1.01M | Buy |
8,065
+3,550
| +79% | +$445K | 0.13% | 168 |
|
|
2022
Q1 | $594K | Buy |
4,515
+1,288
| +40% | +$169K | 0.07% | 300 |
|
|
2021
Q4 | $370K | Buy |
+3,227
| New | +$370K | 0.04% | 404 |
|