Advantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $44K | Hold |
450
| – | – | 0.03% | 364 |
|
|
2019
Q2 | $42K | Hold |
450
| – | – | 0.03% | 381 |
|
|
2019
Q1 | $43K | Hold |
450
| – | – | 0.03% | 374 |
|
|
2018
Q4 | $38K | Hold |
450
| – | – | 0.03% | 388 |
|
|
2018
Q3 | $36K | Hold |
450
| – | – | 0.02% | 455 |
|
|
2018
Q2 | $36K | Buy |
450
+75
| +20% | +$6K | 0.03% | 427 |
|
|
2018
Q1 | $30K | Hold |
375
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $32K | Hold |
375
| – | – | 0.01% | 489 |
|
|
2017
Q3 | $32K | Hold |
375
| – | – | 0.01% | 480 |
|
|
2017
Q2 | $32K | Buy |
375
+125
| +50% | +$10.7K | 0.01% | 481 |
|
|
2017
Q1 | $21K | Hold |
250
| – | – | 0.01% | 538 |
|
|
2016
Q4 | $20K | Buy |
+250
| New | +$20K | 0.01% | 513 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$13K | – | 897 |
|
|
2015
Q4 | $13K | Hold |
200
| – | – | 0.01% | 528 |
|
|
2015
Q3 | $13K | Hold |
200
| – | – | 0.01% | 508 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | 0.01% | 575 |
|
|
2015
Q1 | $13K | Hold |
200
| – | – | 0.01% | 538 |
|
|
2014
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 471 |
|