IAA
Independent Advisor Alliance’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
12,695
+1,737
| +16% | +$657K | 0.14% | 121 |
|
|
2025
Q1 | $2.79M | Sell |
10,958
-115
| -1% | -$29.2K | 0.09% | 204 |
|
|
2024
Q4 | $3.5M | Buy |
11,073
+864
| +8% | +$273K | 0.05% | 353 |
|
|
2024
Q3 | $3.04M | Sell |
10,209
-424
| -4% | -$126K | 0.11% | 162 |
|
|
2024
Q2 | $2.7M | Buy |
10,633
+3,736
| +54% | +$949K | 0.09% | 177 |
|
|
2024
Q1 | $1.79M | Sell |
6,897
-285
| -4% | -$74K | 0.06% | 230 |
|
|
2023
Q4 | $1.55M | Buy |
7,182
+3,641
| +103% | +$786K | 0.06% | 244 |
|
|
2023
Q3 | $662K | Sell |
3,541
-345
| -9% | -$64.5K | 0.03% | 358 |
|
|
2023
Q2 | $763K | Sell |
3,886
-287
| -7% | -$56.4K | 0.03% | 343 |
|
|
2023
Q1 | $695K | Buy |
+4,173
| New | +$695K | 0.03% | 350 |
|
|
2022
Q4 | – | Sell |
-4,060
| Closed | -$517K | – | 582 |
|
|
2022
Q3 | $517K | Buy |
4,060
+538
| +15% | +$68.5K | 0.03% | 364 |
|
|
2022
Q2 | $441K | Sell |
3,522
-102
| -3% | -$12.8K | 0.02% | 398 |
|
|
2022
Q1 | $477K | Buy |
3,624
+105
| +3% | +$13.8K | 0.02% | 407 |
|
|
2021
Q4 | $404K | Buy |
3,519
+1,162
| +49% | +$133K | 0.02% | 444 |
|
|
2021
Q3 | $268K | Buy |
2,357
+13
| +0.6% | +$1.48K | 0.01% | 514 |
|
|
2021
Q2 | $212K | Buy |
+2,344
| New | +$212K | 0.01% | 577 |
|
|
2021
Q1 | – | Sell |
-60,429
| Closed | -$4.35M | – | 611 |
|
|
2020
Q4 | $4.35M | Buy |
+60,429
| New | +$4.35M | 0.3% | 84 |
|
|
2020
Q3 | – | Sell |
-6,243
| Closed | -$245K | – | 518 |
|
|
2020
Q2 | $245K | Buy |
+6,243
| New | +$245K | 0.03% | 394 |
|
|
2019
Q3 | – | Sell |
-7,715
| Closed | -$295K | – | 472 |
|
|
2019
Q2 | $295K | Sell |
7,715
-338
| -4% | -$12.9K | 0.04% | 302 |
|
|
2019
Q1 | $304K | Buy |
+8,053
| New | +$304K | 0.04% | 313 |
|