AWMS
Advocacy Wealth Management Services’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$26K | – | 216 |
|
|
2017
Q4 | $26K | Hold |
300
| – | – | 0.02% | 88 |
|
|
2017
Q3 | $25K | Hold |
300
| – | – | 0.01% | 113 |
|
|
2017
Q2 | $26K | Hold |
300
| – | – | 0.01% | 113 |
|
|
2017
Q1 | $25K | Hold |
300
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $23K | Sell |
300
-400
| -57% | -$30.7K | 0.01% | 131 |
|
|
2016
Q3 | $53K | Hold |
700
| – | – | 0.02% | 111 |
|
|
2016
Q2 | $57K | Hold |
700
| – | – | 0.03% | 133 |
|
|
2016
Q1 | $53K | Buy |
700
+200
| +40% | +$15.1K | 0.04% | 176 |
|
|
2015
Q4 | $32K | Buy |
+500
| New | +$32K | 0.04% | 212 |
|
|
2013
Q3 | $16K | Hold |
300
| – | – | 0.04% | 200 |
|
|
2013
Q2 | $17K | Buy |
+300
| New | +$17K | 0.07% | 153 |
|