Bailard’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 | $223K | Buy |
+1,061
| New | +$223K | 0.01% | 699 |
|
|
2025
Q1 | – | Sell |
-1,061
| Closed | -$235K | – | 824 |
|
|
2024
Q4 | $235K | Sell |
1,061
-1,000
| -49% | -$222K | 0.01% | 654 |
|
|
2024
Q3 | $458K | Hold |
2,061
| – | – | 0.01% | 483 |
|
|
2024
Q2 | $296K | Hold |
2,061
| – | – | 0.01% | 556 |
|
|
2024
Q1 | $293K | Buy |
+2,061
| New | +$293K | 0.01% | 570 |
|
|
2023
Q4 | – | Sell |
-3,700
| Closed | -$307K | – | 793 |
|
|
2023
Q3 | $307K | Hold |
3,700
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $224K | Buy |
+3,700
| New | +$224K | 0.01% | 610 |
|
|
2023
Q1 | – | Sell |
-6,398
| Closed | -$225K | – | 770 |
|
|
2022
Q4 | $225K | Buy |
+6,398
| New | +$225K | 0.01% | 618 |
|