EverSource Wealth Advisors’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 | $18.5K | Buy |
88
+75
| +577% | +$15.8K | ﹤0.01% | 2354 |
|
|
2025
Q1 | $2.22K | Buy |
13
+10
| +333% | +$1.7K | ﹤0.01% | 2874 |
|
|
2024
Q4 | $665 | Buy |
+3
| New | +$665 | ﹤0.01% | 3097 |
|
|
2023
Q1 | – | Sell |
-175
| Closed | -$6.16K | – | 2502 |
|
|
2022
Q4 | $6.16K | Hold |
175
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 1465 |
|
|
2022
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 1340 |
|
|
2022
Q1 | $3K | Sell |
175
-43
| -20% | -$737 | ﹤0.01% | 1441 |
|
|
2021
Q4 | $7K | Buy |
+218
| New | +$7K | ﹤0.01% | 1131 |
|