LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Quanta Services PWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-20
| Closed | -$5.85K | – | 580 |
|
2024
Q4 | $5.85K | Hold |
20
| – | – | ﹤0.01% | 506 |
|
2024
Q3 | $6.2K | Hold |
20
| – | – | ﹤0.01% | 518 |
|
2024
Q2 | $5.19K | Hold |
20
| – | – | ﹤0.01% | 518 |
|
2024
Q1 | $4.91K | Hold |
20
| – | – | ﹤0.01% | 528 |
|
2023
Q4 | $3.88K | Hold |
20
| – | – | ﹤0.01% | 527 |
|
2023
Q3 | $3.5K | Hold |
20
| – | – | ﹤0.01% | 572 |
|
2023
Q2 | $3.93K | Hold |
20
| – | – | ﹤0.01% | 585 |
|
2023
Q1 | $3.33K | Hold |
20
| – | – | ﹤0.01% | 559 |
|
2022
Q4 | $2.85K | Hold |
20
| – | – | ﹤0.01% | 545 |
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 571 |
|
2022
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 596 |
|
2021
Q3 | – | Sell |
-43
| Closed | -$4K | – | 895 |
|
2021
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 770 |
|
2018
Q1 | – | Sell |
-37
| Closed | -$1K | – | 784 |
|
2017
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 704 |
|
2017
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 732 |
|
2014
Q1 | – | Sell |
-69
| Closed | -$2K | – | 637 |
|
2013
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 585 |
|