Advisory Research’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,407
| Closed | -$685K | – | 469 |
|
|
2023
Q2 | $685K | Buy |
8,407
+2,570
| +44% | +$209K | 0.09% | 252 |
|
|
2023
Q1 | $463K | Buy |
+5,837
| New | +$463K | 0.08% | 249 |
|
|
2014
Q2 | – | Sell |
-1,238
| Closed | -$68K | – | 595 |
|
|
2014
Q1 | $68K | Buy |
+1,238
| New | +$68K | ﹤0.01% | 629 |
|