Diversified Trust’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 | – | Sell |
-1,561
| Closed | -$266K | – | 991 |
|
|
2025
Q1 | $266K | Sell |
1,561
-321
| -17% | -$54.7K | 0.01% | 771 |
|
|
2024
Q4 | $417K | Buy |
1,882
+149
| +9% | +$33K | 0.01% | 638 |
|
|
2024
Q3 | $385K | Buy |
1,733
+115
| +7% | +$25.5K | 0.01% | 671 |
|
|
2024
Q2 | $232K | Buy |
1,618
+129
| +9% | +$18.5K | 0.01% | 749 |
|
|
2024
Q1 | $212K | Buy |
+1,489
| New | +$212K | 0.01% | 740 |
|
|
2023
Q3 | – | Sell |
-3,756
| Closed | -$228K | – | 906 |
|
|
2023
Q2 | $228K | Buy |
+3,756
| New | +$228K | 0.01% | 729 |
|