Caldwell Sutter Capital’s Power REIT PW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595 | Hold |
550
| – | – | ﹤0.01% | 801 |
|
|
2025
Q1 | $616 | Hold |
550
| – | – | ﹤0.01% | 822 |
|
|
2024
Q4 | $732 | Hold |
550
| – | – | ﹤0.01% | 830 |
|
|
2024
Q3 | $415 | Hold |
550
| – | – | ﹤0.01% | 862 |
|
|
2024
Q2 | $495 | Hold |
550
| – | – | ﹤0.01% | 868 |
|
|
2024
Q1 | $418 | Hold |
550
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $357 | Hold |
550
| – | – | ﹤0.01% | 897 |
|
|
2023
Q3 | $638 | Hold |
550
| – | – | ﹤0.01% | 822 |
|
|
2023
Q2 | $902 | Sell |
550
-1,371
| -71% | -$2.25K | ﹤0.01% | 800 |
|
|
2023
Q1 | $7.18K | Hold |
1,921
| – | – | 0.01% | 421 |
|
|
2022
Q4 | $7.59K | Buy |
+1,921
| New | +$7.59K | 0.01% | 263 |
|