Focused Wealth Management’s Powell Industries POWL Stock Holding History

Focused Wealth Management’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-300	Closed	-$26.5K	–	711
2023 Q4	$26.5K	Hold	300	–	–	﹤0.01%	395
2023 Q3	$24.9K	Hold	300	–	–	﹤0.01%	388
2023 Q2	$18.2K	Hold	300	–	–	﹤0.01%	441
2023 Q1	$12.8K	Hold	300	–	–	﹤0.01%	492
2022 Q4	$10.6K	Hold	300	–	–	﹤0.01%	503
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	577
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	534
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	606
2021 Q4	$9K	Hold	300	–	–	﹤0.01%	579
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	623
2021 Q2	$9K	Hold	300	–	–	﹤0.01%	591
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	556
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	538
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	524
2020 Q2	$8K	Hold	300	–	–	﹤0.01%	489
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	467
2019 Q4	$15K	Hold	300	–	–	﹤0.01%	441
2019 Q3	$12K	Hold	300	–	–	﹤0.01%	456
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	486
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	476
2018 Q4	$8K	Buy	+300	New	+$8K	﹤0.01%	471
2018 Q3	–	Sell	-300	Closed	-$10K	–	679
2018 Q2	$10K	Hold	300	–	–	﹤0.01%	440
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	486
2017 Q4	$9K	Sell	300 -300	-50%	-$9K	﹤0.01%	476
2017 Q3	$18K	Buy	600 +300	+100%	+$9K	0.01%	349
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	465
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	455
2016 Q4	$12K	Hold	300	–	–	0.01%	449
2016 Q3	$12K	Hold	300	–	–	0.01%	425
2016 Q2	$12K	Hold	300	–	–	0.01%	417
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	410
2015 Q4	$8K	Hold	300	–	–	﹤0.01%	437
2015 Q3	$9K	Hold	300	–	–	0.01%	411
2015 Q2	$11K	Hold	300	–	–	0.01%	394
2015 Q1	$10K	Hold	300	–	–	0.01%	427
2014 Q4	$15K	Hold	300	–	–	0.01%	348
2014 Q3	$12K	Hold	300	–	–	0.01%	394
2014 Q2	$20K	Hold	300	–	–	0.02%	308
2014 Q1	$19K	Hold	300	–	–	0.02%	291
2013 Q4	$20K	Hold	300	–	–	0.02%	289
2013 Q3	$18K	Buy	+300	New	+$18K	0.02%	289