AE Wealth Management’s Pentair PNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,145	Closed	-$300K	–	1762
2023 Q4	$300K	Sell	4,145 -192	-4%	-$13.9K	﹤0.01%	1695
2023 Q3	$281K	Buy	4,337 +378	+10%	+$24.5K	﹤0.01%	1635
2023 Q2	$256K	Buy	+3,959	New	+$256K	﹤0.01%	1661