MONTCHANIN ASSET MANAGEMENT, LLC POWL Holdings History
Number of Shares
2,515.00
Current Holdings Value*
$560,000.00
% of Portfolio
0.54%
Total Estimate Gain
$-14,553.35
% of Total Estimate Gain
-2.59%
MONTCHANIN ASSET MANAGEMENT, LLC's Powell Industries Inc Holding Summary
As of 2024-12-31, MONTCHANIN ASSET MANAGEMENT, LLC held 2,515.00 shares of Powell Industries Inc(POWL), totaling $560,000.00. This investment constitutes 0.54% of their stock portfolio, and MONTCHANIN ASSET MANAGEMENT, LLC now holds 0.02% of the outstanding Powell Industries Inc(POWL) stock.
The initial trade took place in 2024Q3. And since then MONTCHANIN ASSET MANAGEMENT, LLC has made 2 purchases of POWL, at an average price of $223.49, for a total of 2,515.00 shares. Based on historical transaction data and POWL's current price of $217.70, MONTCHANIN ASSET MANAGEMENT, LLC's estimated gain on his POWL holdings is $-14,553.35, reflecting a -2.59% gain to date.
MONTCHANIN ASSET MANAGEMENT, LLC POWL ($217.70) Holding Chart
MONTCHANIN ASSET MANAGEMENT, LLC POWL ($217.70) 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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