FGAM
Financial Gravity Asset Management’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $508 | Buy |
+2
| New | +$508 | ﹤0.01% | 929 |
|
|
2024
Q2 | – | Sell |
-42
| Closed | -$11K | – | 2267 |
|
|
2024
Q1 | $11K | Buy |
+42
| New | +$11K | ﹤0.01% | 700 |
|
|
2023
Q3 | – | Sell |
-196
| Closed | -$13.1K | – | 1651 |
|
|
2023
Q2 | $13.1K | Buy |
196
+29
| +17% | +$1.93K | 0.04% | 230 |
|
|
2023
Q1 | $11 | Buy |
167
+24
| +17% | +$2 | ﹤0.01% | 845 |
|
|
2022
Q4 | $11.2K | Buy |
143
+16
| +13% | +$1.25K | 0.06% | 218 |
|
|
2022
Q3 | $11 | Buy |
127
+2
| +2% | – | ﹤0.01% | 756 |
|
|
2022
Q2 | $12 | Sell |
125
-139
| -53% | -$13 | ﹤0.01% | 669 |
|
|
2022
Q1 | $19 | Sell |
264
-2,496
| -90% | -$180 | ﹤0.01% | 717 |
|
|
2021
Q4 | $11.2K | Buy |
2,760
+2,660
| +2,660% | +$10.8K | 0.25% | 103 |
|
|
2021
Q3 | $114K | Buy |
+100
| New | +$114K | 0.05% | 316 |
|
|
2021
Q2 | – | Sell |
-128
| Closed | -$11.3K | – | 1034 |
|
|
2021
Q1 | $11.3K | Buy |
128
+74
| +137% | +$6.54K | 0.23% | 63 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 245 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$354 | – | 681 |
|
|
2020
Q1 | $354 | Hold |
11
| – | – | ﹤0.01% | 615 |
|
|
2019
Q4 | $41K | Hold |
11
| – | – | 0.03% | 733 |
|
|
2019
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1511 |
|