Whittier Trust’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$829K | – | 1637 |
|
|
2023
Q3 | $829K | Hold |
10,000
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $606K | Hold |
10,000
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $426K | Hold |
10,000
| – | – | 0.01% | 491 |
|
|
2022
Q4 | $352K | Hold |
10,000
| – | – | 0.01% | 527 |
|
|
2022
Q3 | $211K | Hold |
10,000
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $234K | Hold |
10,000
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $194K | Hold |
10,000
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $295K | Hold |
10,000
| – | – | ﹤0.01% | 591 |
|
|
2021
Q3 | $246K | Hold |
10,000
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $310K | Hold |
10,000
| – | – | 0.01% | 569 |
|
|
2021
Q1 | $339K | Hold |
10,000
| – | – | 0.01% | 537 |
|
|
2020
Q4 | $295K | Hold |
10,000
| – | – | 0.01% | 519 |
|
|
2020
Q3 | $241K | Hold |
10,000
| – | – | 0.01% | 537 |
|
|
2020
Q2 | $274K | Hold |
10,000
| – | – | 0.01% | 490 |
|
|
2020
Q1 | $257K | Hold |
10,000
| – | – | 0.01% | 471 |
|
|
2019
Q4 | $490K | Hold |
10,000
| – | – | 0.01% | 404 |
|
|
2019
Q3 | $391K | Hold |
10,000
| – | – | 0.01% | 436 |
|
|
2019
Q2 | $380K | Hold |
10,000
| – | – | 0.01% | 434 |
|
|
2019
Q1 | $265K | Hold |
10,000
| – | – | 0.01% | 480 |
|
|
2018
Q4 | $250K | Buy |
+10,000
| New | +$250K | 0.01% | 470 |
|