Penn Capital Management’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,781
| Closed | -$805K | – | 212 |
|
|
2021
Q4 | $805K | Hold |
32,781
| – | – | 0.08% | 173 |
|
|
2021
Q3 | $805K | Buy |
32,781
+120
| +0.4% | +$2.95K | 0.08% | 167 |
|
|
2021
Q2 | $1.01M | Sell |
32,661
-25,819
| -44% | -$799K | 0.1% | 171 |
|
|
2021
Q1 | $1.98M | Buy |
58,480
+19,514
| +50% | +$661K | 0.21% | 136 |
|
|
2020
Q4 | $1.15M | Buy |
+38,966
| New | +$1.15M | 0.15% | 150 |
|