Valmark Advisers’s Powell Industries POWL Stock Holding History

Valmark Advisers’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$369K	Sell
2025 Q2	$763K	Buy
2025 Q1	$534K	Sell
2024 Q4	$1.38M	Sell
2024 Q3	$1.53M	Sell
2024 Q2	$994K	Sell
2024 Q1	$1.01M	Sell
2023 Q4	$756K	Buy
2023 Q3	$389K	Buy