Venturi Wealth Management’s Power Integrations POWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,650
| Closed | -$186K | – | 1827 |
|
|
2024
Q2 | $186K | Buy |
2,650
+200
| +8% | +$14K | 0.01% | 420 |
|
|
2024
Q1 | $175K | Buy |
2,450
+600
| +32% | +$42.9K | 0.01% | 357 |
|
|
2023
Q4 | $152K | Buy |
1,850
+50
| +3% | +$4.11K | 0.01% | 371 |
|
|
2023
Q3 | $137K | Hold |
1,800
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $170K | Buy |
1,800
+600
| +50% | +$56.8K | 0.01% | 317 |
|
|
2023
Q1 | $102K | Buy |
+1,200
| New | +$102K | 0.01% | 404 |
|