Monterey Private Wealth’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $236K | Hold |
930
| – | – | 0.07% | 112 |
|
2024
Q4 | $294K | Hold |
930
| – | – | 0.1% | 97 |
|
2024
Q3 | $277K | Hold |
930
| – | – | 0.09% | 100 |
|
2024
Q2 | $236K | Hold |
930
| – | – | 0.09% | 104 |
|
2024
Q1 | $242K | Buy |
930
+2
| +0.2% | +$520 | 0.1% | 95 |
|
2023
Q4 | $200K | Buy |
+928
| New | +$200K | 0.09% | 103 |
|