PWS
Precision Wealth Strategies’s Powell Industries POWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,401
| Closed | -$311K | – | 116 |
|
|
2024
Q4 | $311K | Sell |
1,401
-1,271
| -48% | -$282K | 0.24% | 95 |
|
|
2024
Q3 | $593K | Sell |
2,672
-53
| -2% | -$11.8K | 0.55% | 31 |
|
|
2024
Q2 | $391K | Sell |
2,725
-15
| -0.5% | -$2.15K | 0.4% | 59 |
|
|
2024
Q1 | $390K | Sell |
2,740
-515
| -16% | -$73.3K | 0.37% | 63 |
|
|
2023
Q4 | $288K | Buy |
3,255
+142
| +5% | +$12.6K | 0.28% | 68 |
|
|
2023
Q3 | $258K | Buy |
+3,113
| New | +$258K | 0.28% | 70 |
|