Carson Wealth (CWM LLC)’s Powell Industries POWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
1,406
-257
| -15% | -$54.1K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $283K | Sell |
1,663
-286
| -15% | -$48.7K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $432K | Buy |
1,949
+3
| +0.2% | +$665 | ﹤0.01% | 1443 |
|
|
2024
Q3 | $432K | Buy |
1,946
+1,440
| +285% | +$320K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $73K | Sell |
506
-1,197
| -70% | -$173K | ﹤0.01% | 2203 |
|
|
2024
Q1 | $242K | Buy |
1,703
+1,607
| +1,674% | +$228K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $8K | Buy |
96
+26
| +37% | +$2.17K | ﹤0.01% | 3295 |
|
|
2023
Q3 | $6K | Buy |
70
+40
| +133% | +$3.43K | ﹤0.01% | 3391 |
|
|
2023
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 3827 |
|
|
2023
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 3883 |
|
|
2022
Q4 | $1K | Sell |
30
-2
| -6% | -$67 | ﹤0.01% | 3800 |
|
|
2022
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3713 |
|
|
2022
Q1 | – | Sell |
-389
| Closed | -$11K | – | 3778 |
|
|
2021
Q4 | $11K | Buy |
+389
| New | +$11K | ﹤0.01% | 2306 |
|