SWM
Selective Wealth Management’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-800
| Closed | -$102K | – | 579 |
|
|
2022
Q3 | $102K | Buy |
+800
| New | +$102K | 0.04% | 206 |
|
|
2022
Q1 | – | Sell |
-680
| Closed | -$78K | – | 782 |
|
|
2021
Q4 | $78K | Hold |
680
| – | – | 0.03% | 220 |
|
|
2021
Q3 | $77K | Buy |
680
+180
| +36% | +$20.4K | 0.04% | 210 |
|
|
2021
Q2 | $45K | Buy |
+500
| New | +$45K | 0.04% | 202 |
|