Baker Tilly Wealth Management’s Quanta Services PWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,128	Closed	-$287K	–	277
2024 Q2	$287K	Sell	1,128 -2,861	-72%	-$758K	0.12%	203
2024 Q1	$1.04M	Sell	3,989 -106	-3%	-$23.4K	0.19%	117
2023 Q4	$884K	Buy	4,095 +21	+0.5%	+$3.88K	0.15%	152
2023 Q3	$762K	Sell	4,074 -74	-2%	-$14.8K	0.13%	165
2023 Q2	$815K	Sell	4,148 -2,075	-33%	-$362K	0.09%	236
2023 Q1	$1.04M	Sell	6,223 -1,068	-15%	-$164K	0.12%	192
2022 Q4	$1.04M	Sell	7,291 -771	-10%	-$109K	0.13%	178
2022 Q3	$1.03M	Sell	8,062 -3	-0%	-$410	0.14%	155
2022 Q2	$1.01M	Buy	8,065 +3,550	+79%	+$436K	0.13%	168
2022 Q1	$594K	Buy	4,515 +1,288	+40%	+$143K	0.07%	300
2021 Q4	$370K	Buy	+3,227	New	+$372K	0.04%	404