LWM
Ledge Wealth Management’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.99M | Sell |
13,863
-433
| -3% | -$93.4K | 1.16% | 19 |
|
|
2023
Q3 | $2.67M | Buy |
14,296
+1,615
| +13% | +$302K | 1.2% | 21 |
|
|
2023
Q2 | $2.49M | Sell |
12,681
-1,561
| -11% | -$307K | 1.19% | 21 |
|
|
2023
Q1 | $2.37M | Sell |
14,242
-447
| -3% | -$74.5K | 1.13% | 25 |
|
|
2022
Q4 | $2.09M | Buy |
14,689
+2,700
| +23% | +$385K | 0.96% | 32 |
|
|
2022
Q3 | $1.53M | Sell |
11,989
-3,441
| -22% | -$438K | 0.94% | 30 |
|
|
2022
Q2 | $1.93M | Buy |
15,430
+966
| +7% | +$121K | 1.19% | 27 |
|
|
2022
Q1 | $1.9M | Buy |
+14,464
| New | +$1.9M | 1.18% | 25 |
|