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Wealthspire Advisors (Maryland)’s Powell Industries POWL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-126
Closed -$1K – 1612
2019
Q1 		$1K Hold
126
– – ﹤0.01% 2372
2018
Q4 		$1K Sell
126
-30
-19% -$297 ﹤0.01% 2312
2018
Q3 		$2K Hold
156
– – ﹤0.01% 2179
2018
Q2 		$2K Hold
156
– – ﹤0.01% 2186
2018
Q1 		$1K Buy
156
+69
+79% +$673 ﹤0.01% 2381
2017
Q4 		$1K Buy
+87
New +$832 ﹤0.01% 2322

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Wealthspire Advisors (Maryland)'s POWL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Powell Industries (POWL) in Q2 2019, closing a stake of 126 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in POWL in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 112 funds tracked by Wall St. Rank hold POWL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Powell Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 126 Powell Industries shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Powell Industries in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Powell Industries position peaked at $2K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Powell Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.