Pathstone Holdings’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 | $489K | Sell |
2,325
-1,256
| -35% | -$264K | ﹤0.01% | 1727 |
|
|
2025
Q1 | $610K | Buy |
3,581
+1,271
| +55% | +$216K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $512K | Sell |
2,310
-595
| -20% | -$132K | ﹤0.01% | 1707 |
|
|
2024
Q3 | $645K | Buy |
2,905
+140
| +5% | +$31.1K | ﹤0.01% | 1604 |
|
|
2024
Q2 | $397K | Buy |
2,765
+22
| +0.8% | +$3.16K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $390K | Sell |
2,743
-21
| -0.8% | -$2.99K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $244K | Buy |
+2,764
| New | +$244K | ﹤0.01% | 1953 |
|