Valmark Advisers’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 | $763K | Buy |
3,624
+490
| +16% | +$103K | 0.01% | 375 |
|
|
2025
Q1 | $534K | Sell |
3,134
-3,080
| -50% | -$525K | 0.01% | 413 |
|
|
2024
Q4 | $1.38M | Sell |
6,214
-687
| -10% | -$152K | 0.02% | 261 |
|
|
2024
Q3 | $1.53M | Sell |
6,901
-28
| -0.4% | -$6.22K | 0.02% | 233 |
|
|
2024
Q2 | $994K | Sell |
6,929
-188
| -3% | -$27K | 0.02% | 285 |
|
|
2024
Q1 | $1.01M | Sell |
7,117
-1,435
| -17% | -$204K | 0.02% | 267 |
|
|
2023
Q4 | $756K | Buy |
8,552
+3,857
| +82% | +$341K | 0.01% | 294 |
|
|
2023
Q3 | $389K | Buy |
+4,695
| New | +$389K | 0.01% | 363 |
|