DANA EPIPHANY SMALL CAP EQUITY FUND POWL Holdings History
DANA EPIPHANY SMALL CAP EQUITY FUND's Powell Industries Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 2,977.00 shares of Powell Industries Inc(POWL), totaling $545,120.00. This investment constitutes 2.09% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.02% of the outstanding Powell Industries Inc(POWL) stock.
The initial trade took place in 2024Q3. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 2 purchases of POWL, at an average price of $161.68, for a total of 4,981.00 shares. In addition, there have been 1 sales at an average price of $203.52 for 2,004.00 shares. Based on historical transaction data and POWL's current price of $215.89, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his POWL holdings is $245,225.15, reflecting a 30.45% gain to date.
DANA EPIPHANY SMALL CAP EQUITY FUND POWL ($215.89) Holding Chart
DANA EPIPHANY SMALL CAP EQUITY FUND POWL ($215.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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