Wealth Management Associates’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,241
| Closed | -$315K | – | 220 |
|
|
2024
Q2 | $315K | Hold |
1,241
| – | – | 0.15% | 137 |
|
|
2024
Q1 | $315K | Sell |
1,241
-81
| -6% | -$20.6K | 0.15% | 137 |
|
|
2023
Q4 | $285K | Sell |
1,322
-161
| -11% | -$34.7K | 0.15% | 144 |
|
|
2023
Q3 | $277K | Buy |
1,483
+143
| +11% | +$26.8K | 0.16% | 140 |
|
|
2023
Q2 | $263K | Sell |
1,340
-121
| -8% | -$23.8K | 0.15% | 146 |
|
|
2023
Q1 | $243K | Hold |
1,461
| – | – | 0.15% | 158 |
|
|
2022
Q4 | $208K | Sell |
1,461
-684
| -32% | -$97.5K | 0.14% | 170 |
|
|
2022
Q3 | $273K | Buy |
2,145
+121
| +6% | +$15.4K | 0.19% | 135 |
|
|
2022
Q2 | $254K | Hold |
2,024
| – | – | 0.17% | 146 |
|
|
2022
Q1 | $266K | Hold |
2,024
| – | – | 0.15% | 156 |
|
|
2021
Q4 | $232K | Buy |
+2,024
| New | +$232K | 0.12% | 176 |
|