BWM
Biltmore Wealth Management’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,352
| Closed | -$796K | – | 52 |
|
|
2022
Q2 | $796K | Sell |
6,352
-75
| -1% | -$9.4K | 0.35% | 24 |
|
|
2022
Q1 | $846K | Sell |
6,427
-21
| -0.3% | -$2.76K | 0.33% | 31 |
|
|
2021
Q4 | $739K | Sell |
6,448
-867
| -12% | -$99.4K | 0.28% | 35 |
|
|
2021
Q3 | $833K | Buy |
+7,315
| New | +$833K | 0.33% | 30 |
|
|
2020
Q2 | – | Sell |
-10,551
| Closed | -$430K | – | 55 |
|
|
2020
Q1 | $430K | Hold |
10,551
| – | – | 0.21% | 33 |
|
|
2019
Q4 | $430K | Sell |
10,551
-1,127
| -10% | -$45.9K | 0.21% | 33 |
|
|
2019
Q3 | $441K | Sell |
11,678
-493
| -4% | -$18.6K | 0.22% | 32 |
|
|
2019
Q2 | $465K | Sell |
12,171
-3,211
| -21% | -$123K | 0.23% | 29 |
|
|
2019
Q1 | $581K | Buy |
+15,382
| New | +$581K | 0.31% | 22 |
|