Bragg Financial Advisors’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,923
| Closed | -$416K | – | 320 |
|
|
2021
Q4 | $416K | Hold |
16,923
| – | – | 0.03% | 240 |
|
|
2021
Q3 | $416K | Sell |
16,923
-5,196
| -23% | -$128K | 0.03% | 240 |
|
|
2021
Q2 | $685K | Sell |
22,119
-5,206
| -19% | -$161K | 0.04% | 199 |
|
|
2021
Q1 | $925K | Sell |
27,325
-2,265
| -8% | -$76.7K | 0.06% | 183 |
|
|
2020
Q4 | $873K | Buy |
29,590
+245
| +0.8% | +$7.23K | 0.08% | 168 |
|
|
2020
Q3 | $708K | Buy |
29,345
+5,394
| +23% | +$130K | 0.07% | 171 |
|
|
2020
Q2 | $656K | Buy |
23,951
+8,767
| +58% | +$240K | 0.07% | 171 |
|
|
2020
Q1 | $390K | Buy |
+15,184
| New | +$390K | 0.05% | 194 |
|