Mark Sheptoff Financial Planning’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
1,800
+450
| +33% | +$170K | 0.36% | 46 |
|
|
2025
Q1 | $343K | Hold |
1,350
| – | – | 0.19% | 69 |
|
|
2024
Q4 | $427K | Hold |
1,350
| – | – | 0.23% | 62 |
|
|
2024
Q3 | $403K | Hold |
1,350
| – | – | 0.21% | 60 |
|
|
2024
Q2 | $343K | Sell |
1,350
-100
| -7% | -$25.4K | 0.19% | 69 |
|
|
2024
Q1 | $377K | Hold |
1,450
| – | – | 0.21% | 67 |
|
|
2023
Q4 | $313K | Sell |
1,450
-100
| -6% | -$21.6K | 0.19% | 67 |
|
|
2023
Q3 | $290K | Sell |
1,550
-1,050
| -40% | -$196K | 0.19% | 67 |
|
|
2023
Q2 | $511K | Sell |
2,600
-300
| -10% | -$58.9K | 0.29% | 52 |
|
|
2023
Q1 | $483K | Hold |
2,900
| – | – | 0.28% | 56 |
|
|
2022
Q4 | $413K | Buy |
2,900
+950
| +49% | +$135K | 0.24% | 61 |
|
|
2022
Q3 | $248K | Hold |
1,950
| – | – | 0.15% | 79 |
|
|
2022
Q2 | $244K | Sell |
1,950
-100
| -5% | -$12.5K | 0.14% | 86 |
|
|
2022
Q1 | $270K | Sell |
2,050
-100
| -5% | -$13.2K | 0.14% | 88 |
|
|
2021
Q4 | $247K | Buy |
2,150
+50
| +2% | +$5.74K | 0.12% | 97 |
|
|
2021
Q3 | $239K | Buy |
2,100
+450
| +27% | +$51.2K | 0.13% | 95 |
|
|
2021
Q2 | $149K | Buy |
1,650
+1,100
| +200% | +$99.3K | 0.08% | 120 |
|
|
2021
Q1 | $48K | Sell |
550
-2,200
| -80% | -$192K | 0.03% | 171 |
|
|
2020
Q4 | $198K | Buy |
+2,750
| New | +$198K | 0.11% | 95 |
|