Advisor Partners’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
Q2 | $321K | Buy |
4,390
+1,397
| +47% | +$102K | 0.02% | 614 |
|
|
2022
Q1 | $234K | Buy |
+2,993
| New | +$234K | 0.01% | 760 |
|
|
2021
Q3 | – | Sell |
-2,667
| Closed | -$219K | – | 839 |
|
|
2021
Q2 | $219K | Sell |
2,667
-70
| -3% | -$5.75K | 0.01% | 762 |
|
|
2021
Q1 | $223K | Sell |
2,737
-959
| -26% | -$78.1K | 0.02% | 736 |
|
|
2020
Q4 | $295K | Sell |
3,696
-406
| -10% | -$32.4K | 0.02% | 597 |
|
|
2020
Q3 | $306K | Buy |
4,102
+570
| +16% | +$42.5K | 0.03% | 518 |
|
|
2020
Q2 | $259K | Buy |
3,532
+91
| +3% | +$6.67K | 0.02% | 565 |
|
|
2020
Q1 | $260K | Sell |
3,441
-2,255
| -40% | -$170K | 0.03% | 480 |
|
|
2019
Q4 | $528K | Buy |
5,696
+243
| +4% | +$22.5K | 0.05% | 332 |
|
|
2019
Q3 | $529K | Buy |
5,453
+72
| +1% | +$6.99K | 0.06% | 324 |
|
|
2019
Q2 | $506K | Buy |
5,381
+64
| +1% | +$6.02K | 0.06% | 305 |
|
|
2019
Q1 | $508K | Sell |
5,317
-129
| -2% | -$12.3K | 0.07% | 297 |
|
|
2018
Q4 | $464K | Buy |
5,446
+848
| +18% | +$72.3K | 0.07% | 284 |
|
|
2018
Q3 | $364K | Buy |
4,598
+237
| +5% | +$18.8K | 0.05% | 389 |
|
|
2018
Q2 | $351K | Buy |
4,361
+279
| +7% | +$22.5K | 0.06% | 369 |
|
|
2018
Q1 | $326K | Sell |
4,082
-559
| -12% | -$44.6K | 0.06% | 366 |
|
|
2017
Q4 | $367K | Buy |
4,641
+102
| +2% | +$8.07K | 0.07% | 349 |
|
|
2017
Q3 | $384K | Sell |
4,539
-15
| -0.3% | -$1.27K | 0.08% | 293 |
|
|
2017
Q2 | $388K | Buy |
4,554
+217
| +5% | +$18.5K | 0.09% | 281 |
|
|
2017
Q1 | $362K | Buy |
4,337
+1,718
| +66% | +$143K | 0.1% | 275 |
|
|
2016
Q4 | $204K | Buy |
+2,619
| New | +$204K | 0.06% | 393 |
|