James Small Cap Fund POWL Holdings History
James Small Cap Fund's Powell Industries Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 2,109.00 shares of Powell Industries Inc(POWL), totaling $359,230.00. This investment constitutes 0.76% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.02% of the outstanding Powell Industries Inc(POWL) stock.
The initial trade took place in 2025Q1. And since then James Small Cap Fund has made 1 purchases of POWL, at an average price of $209.11, for a total of 2,109.00 shares. Based on historical transaction data and POWL's current price of $216.64, James Small Cap Fund's estimated gain on his POWL holdings is $15,880.77, reflecting a 3.60% gain to date.
James Small Cap Fund POWL ($216.64) Holding Chart
James Small Cap Fund POWL ($216.64) 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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