TrinityPoint Wealth’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.03M | Sell |
6,433
-468
| -7% | -$148K | 0.29% | 82 |
|
|
2024
Q3 | $2.06M | Sell |
6,901
-649
| -9% | -$193K | 0.3% | 83 |
|
|
2024
Q2 | $1.92M | Sell |
7,550
-9
| -0.1% | -$2.29K | 0.3% | 87 |
|
|
2024
Q1 | $1.96M | Buy |
7,559
+73
| +1% | +$19K | 0.32% | 82 |
|
|
2023
Q4 | $1.62M | Sell |
7,486
-174
| -2% | -$37.5K | 0.29% | 86 |
|
|
2023
Q3 | $1.43M | Sell |
7,660
-741
| -9% | -$139K | 0.29% | 94 |
|
|
2023
Q2 | $1.65M | Sell |
8,401
-359
| -4% | -$70.5K | 0.32% | 85 |
|
|
2023
Q1 | $1.46M | Sell |
8,760
-177
| -2% | -$29.5K | 0.31% | 88 |
|
|
2022
Q4 | $1.27M | Sell |
8,937
-934
| -9% | -$133K | 0.29% | 95 |
|
|
2022
Q3 | $1.26M | Sell |
9,871
-1,136
| -10% | -$145K | 0.29% | 93 |
|
|
2022
Q2 | $1.38M | Sell |
11,007
-195
| -2% | -$24.4K | 0.31% | 78 |
|
|
2022
Q1 | $1.47M | Buy |
11,202
+190
| +2% | +$25K | 0.27% | 83 |
|
|
2021
Q4 | $1.26M | Sell |
11,012
-289
| -3% | -$33.1K | 0.22% | 95 |
|
|
2021
Q3 | $1.29M | Buy |
11,301
+180
| +2% | +$20.5K | 0.25% | 90 |
|
|
2021
Q2 | $1.01M | Buy |
11,121
+106
| +1% | +$9.6K | 0.21% | 106 |
|
|
2021
Q1 | $969K | Buy |
11,015
+1,450
| +15% | +$128K | 0.23% | 100 |
|
|
2020
Q4 | $716K | Buy |
+9,565
| New | +$716K | 0.17% | 118 |
|