POWELL INVESTMENT ADVISORS, LLC – Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
552,000
portfolio value
POWELL INVESTMENT ADVISORS, LLC quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.21% | 32 shares | 33K | 15.10K | |
| Q2 2022 | share | Increase | +5.38% | 769 shares | -29K | 15.07K | |
| Q1 2022 | share | Increase | +3.92% | 539 shares | 97K | 14.30K | |
| Q4 2021 | share | Decrease | -0.21% | -29 shares | -9K | 13.76K | |
| Q3 2021 | share | Increase | +18.88% | 2.19K shares | 38K | 13.79K | |
| Q2 2021 | share | Decrease | -44.12% | -9.15K shares | -211K | 11.60K | |
| Q1 2021 | share | Increase | +4.89% | 967 shares | 125K | 20.76K | |
| Q4 2020 | share | Increase | +5.99% | 1.11K shares | 135K | 19.79K | |
| Q3 2020 | share | Increase | +0.20% | 37 shares | -87K | 18.67K | |
| Q2 2020 | share | Increase | 0.00% | 18.63K shares | 460K | 18.63K |