Herold Advisors’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$295K | – | 257 |
|
|
2023
Q2 | $295K | Hold |
1,500
| – | – | 0.09% | 201 |
|
|
2023
Q1 | $250K | Hold |
1,500
| – | – | 0.09% | 202 |
|
|
2022
Q4 | $214K | Buy |
+1,500
| New | +$214K | 0.09% | 194 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$250K | – | 192 |
|
|
2022
Q2 | $250K | Hold |
2,000
| – | – | 0.11% | 167 |
|
|
2022
Q1 | $263K | Buy |
+2,000
| New | +$263K | 0.09% | 176 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$227K | – | 539 |
|
|
2021
Q3 | $227K | Buy |
+2,000
| New | +$227K | 0.09% | 182 |
|