Abbot Financial Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,450
| Closed | -$244K | – | 138 |
|
|
2021
Q4 | $244K | Sell |
3,450
-3,500
| -50% | -$248K | 0.11% | 121 |
|
|
2021
Q3 | $503K | Sell |
6,950
-2,700
| -28% | -$195K | 0.23% | 85 |
|
|
2021
Q2 | $791K | Hold |
9,650
| – | – | 0.35% | 69 |
|
|
2021
Q1 | $785K | Sell |
9,650
-500
| -5% | -$40.7K | 0.36% | 70 |
|
|
2020
Q4 | $811K | Sell |
10,150
-400
| -4% | -$32K | 0.47% | 62 |
|
|
2020
Q3 | $787K | Hold |
10,550
| – | – | 0.51% | 58 |
|
|
2020
Q2 | $773K | Buy |
+10,550
| New | +$773K | 0.53% | 56 |
|