KFS
Kaizen Financial Strategies’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,750
| Closed | -$292K | – | 118 |
|
|
2023
Q1 | $292K | Sell |
1,750
-100
| -5% | -$16.7K | 0.29% | 59 |
|
|
2022
Q4 | $275K | Sell |
1,850
-2,850
| -61% | -$423K | 0.27% | 81 |
|
|
2022
Q3 | $599K | Sell |
4,700
-300
| -6% | -$38.2K | 0.61% | 43 |
|
|
2022
Q2 | $627K | Hold |
5,000
| – | – | 0.62% | 43 |
|
|
2022
Q1 | $658K | Hold |
5,000
| – | – | 0.52% | 51 |
|
|
2021
Q4 | $573K | Hold |
5,000
| – | – | 0.43% | 59 |
|
|
2021
Q3 | $569K | Buy |
+5,000
| New | +$569K | 0.46% | 60 |
|
|
2021
Q1 | $440K | Hold |
5,000
| – | – | 0.42% | 73 |
|
|
2020
Q4 | $360K | Buy |
+5,000
| New | +$360K | 0.4% | 79 |
|