American Investment Services’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,288
Closed -$343K 140
2020
Q4
$343K Sell
4,288
-5,823
-58% -$466K 0.1% 98
2020
Q3
$754K Hold
10,111
0.25% 67
2020
Q2
$741K Hold
10,111
0.26% 65
2020
Q1
$766K Hold
10,111
0.29% 64
2019
Q4
$909K Hold
10,111
0.27% 60
2019
Q3
$981K Hold
10,111
0.31% 54
2019
Q2
$951K Hold
10,111
0.3% 54
2019
Q1
$966K Sell
10,111
-2,655
-21% -$254K 0.31% 47
2018
Q4
$1.09M Sell
12,766
-607
-5% -$51.7K 0.39% 41
2018
Q3
$1.06M Hold
13,373
0.36% 47
2018
Q2
$1.08M Hold
13,373
0.37% 45
2018
Q1
$1.07M Sell
13,373
-108
-0.8% -$8.62K 0.38% 45
2017
Q4
$1.15M Hold
13,481
0.42% 42
2017
Q3
$1.14M Hold
13,481
0.44% 41
2017
Q2
$1.15M Hold
13,481
0.46% 40
2017
Q1
$1.12M Hold
13,481
0.46% 38
2016
Q4
$1.05M Hold
13,481
0.44% 43
2016
Q3
$1.02M Hold
13,481
0.43% 43
2016
Q2
$1.09M Sell
13,481
-1,504
-10% -$122K 0.47% 41
2016
Q1
$1.13M Hold
14,985
0.55% 31
2015
Q4
$966K Sell
14,985
-1,283
-8% -$82.7K 0.53% 33
2015
Q3
$1.04M Sell
16,268
-678
-4% -$43.5K 0.58% 30
2015
Q2
$964K Buy
16,946
+678
+4% +$38.6K 0.51% 34
2015
Q1
$1.04M Sell
16,268
-642
-4% -$40.9K 0.56% 33
2014
Q4
$1.16M Sell
16,910
-2,634
-13% -$180K 0.63% 30
2014
Q3
$1.07M Hold
19,544
0.59% 31
2014
Q2
$1.13M Buy
19,544
+11,520
+144% +$666K 0.62% 30
2014
Q1
$439K Sell
8,024
-459
-5% -$25.1K 0.25% 46
2013
Q4
$449K Hold
8,483
0.27% 44
2013
Q3
$464K Sell
8,483
-8,980
-51% -$491K 0.29% 40
2013
Q2
$969K Buy
+17,463
New +$969K 0.61% 34