SWS
SYSTM Wealth Solutions’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$509 | – | 500 |
|
|
2024
Q2 | $509 | Buy |
+2
| New | +$509 | ﹤0.01% | 657 |
|
|
2023
Q4 | – | Sell |
-6,279
| Closed | -$1.17M | – | 1021 |
|
|
2023
Q3 | $1.17M | Buy |
+6,279
| New | +$1.17M | 0.18% | 154 |
|
|
2023
Q2 | – | Sell |
-4,112
| Closed | -$685K | – | 513 |
|
|
2023
Q1 | $685K | Buy |
4,112
+887
| +28% | +$148K | 0.11% | 236 |
|
|
2022
Q4 | $460K | Buy |
+3,225
| New | +$460K | 0.06% | 358 |
|