Avantax Advisory Services’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
1,811
+102
| +6% | +$21.5K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $291K | Buy |
1,709
+446
| +35% | +$76K | ﹤0.01% | 1850 |
|
|
2024
Q4 | $280K | Sell |
1,263
-146
| -10% | -$32.4K | ﹤0.01% | 1831 |
|
|
2024
Q3 | $313K | Buy |
+1,409
| New | +$313K | ﹤0.01% | 1717 |
|
|
2024
Q2 | – | Sell |
-2,258
| Closed | -$321K | – | 2111 |
|
|
2024
Q1 | $321K | Buy |
+2,258
| New | +$321K | ﹤0.01% | 1259 |
|