Trek Financial’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,347
| Closed | -$299K | – | 432 |
|
|
2024
Q4 | $299K | Sell |
1,347
-392
| -23% | -$86.9K | 0.02% | 326 |
|
|
2024
Q3 | $386K | Buy |
1,739
+31
| +2% | +$6.88K | 0.03% | 273 |
|
|
2024
Q2 | $245K | Buy |
1,708
+216
| +14% | +$31K | 0.02% | 339 |
|
|
2024
Q1 | $212K | Buy |
+1,492
| New | +$212K | 0.02% | 371 |
|