SWA
SOA Wealth Advisors’s Quanta Services PWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.5K | Buy |
70
+43
| +159% | +$16.3K | 0.01% | 457 |
|
2025
Q1 | $6.86K | Buy |
27
+26
| +2,600% | +$6.61K | ﹤0.01% | 609 |
|
2024
Q4 | $318 | Hold |
1
| – | – | ﹤0.01% | 802 |
|
2024
Q3 | $300 | Hold |
1
| – | – | ﹤0.01% | 774 |
|
2024
Q2 | $255 | Hold |
1
| – | – | ﹤0.01% | 794 |
|
2024
Q1 | $261 | Hold |
1
| – | – | ﹤0.01% | 842 |
|
2023
Q4 | $217 | Hold |
1
| – | – | ﹤0.01% | 846 |
|
2023
Q3 | $188 | Hold |
1
| – | – | ﹤0.01% | 879 |
|
2023
Q2 | $197 | Hold |
1
| – | – | ﹤0.01% | 881 |
|
2023
Q1 | $167 | Hold |
1
| – | – | ﹤0.01% | 914 |
|
2022
Q4 | $143 | Hold |
1
| – | – | ﹤0.01% | 920 |
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
2022
Q2 | $0 | Sell |
1
-15
| -94% | – | ﹤0.01% | 989 |
|
2022
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 817 |
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 842 |
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 863 |
|
2021
Q2 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 842 |
|
2021
Q1 | $0 | Buy |
10
+2
| +25% | – | ﹤0.01% | 907 |
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 872 |
|