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Clearstead Advisors’s Powell Industries POWL Stock Holding History

Clearstead Advisors’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.4K Buy
130
+23
+21% +$4.84K ﹤0.01% 1494
2025
Q1 		$18.2K Buy
107
+10
+10% +$1.7K ﹤0.01% 1441
2024
Q4 		$21.5K Sell
97
-3
-3% -$665 ﹤0.01% 1360
2024
Q3 		$22.2K Buy
+100
New +$22.2K ﹤0.01% 1388