GA
Geller Advisors’s Quanta Services PWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,492
| Closed | -$445K | – | 272 |
|
2024
Q3 | $445K | Hold |
1,492
| – | – | 0.03% | 152 |
|
2024
Q2 | $379K | Buy |
1,492
+16
| +1% | +$4.07K | 0.03% | 177 |
|
2024
Q1 | $383K | Sell |
1,476
-102
| -6% | -$26.5K | 0.03% | 180 |
|
2023
Q4 | $341K | Sell |
1,578
-39
| -2% | -$8.42K | 0.03% | 180 |
|
2023
Q3 | $303K | Sell |
1,617
-1,249
| -44% | -$234K | 0.04% | 186 |
|
2023
Q2 | $563K | Buy |
2,866
+581
| +25% | +$114K | 0.07% | 99 |
|
2023
Q1 | $381K | Buy |
2,285
+81
| +4% | +$13.5K | 0.06% | 95 |
|
2022
Q4 | $314K | Buy |
2,204
+16
| +0.7% | +$2.28K | 0.05% | 89 |
|
2022
Q3 | $279K | Buy |
2,188
+3
| +0.1% | +$383 | 0.06% | 86 |
|
2022
Q2 | $274K | Buy |
2,185
+2
| +0.1% | +$251 | 0.06% | 97 |
|
2022
Q1 | $287K | Buy |
2,183
+57
| +3% | +$7.49K | 0.05% | 117 |
|
2021
Q4 | $244K | Hold |
2,126
| – | – | 0.05% | 141 |
|
2021
Q3 | $242K | Sell |
2,126
-206
| -9% | -$23.4K | 0.05% | 125 |
|
2021
Q2 | $211K | Buy |
+2,332
| New | +$211K | 0.05% | 129 |
|