Apriem Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-600
| Closed | -$48K | – | 314 |
|
|
2018
Q2 | $48K | Buy |
+600
| New | +$48K | 0.01% | 251 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$50K | – | 439 |
|
|
2017
Q1 | $50K | Hold |
600
| – | – | 0.01% | 231 |
|
|
2016
Q4 | $47K | Hold |
600
| – | – | 0.01% | 239 |
|
|
2016
Q3 | $46K | Hold |
600
| – | – | 0.01% | 231 |
|
|
2016
Q2 | $49K | Buy |
600
+100
| +20% | +$8.17K | 0.02% | 228 |
|
|
2016
Q1 | $38K | Hold |
500
| – | – | 0.02% | 239 |
|
|
2015
Q4 | $32K | Hold |
500
| – | – | 0.01% | 240 |
|
|
2015
Q3 | $32K | Hold |
500
| – | – | 0.01% | 237 |
|
|
2015
Q2 | $28K | Hold |
500
| – | – | 0.01% | 273 |
|
|
2015
Q1 | $32K | Hold |
500
| – | – | 0.01% | 249 |
|
|
2014
Q4 | $34K | Hold |
500
| – | – | 0.01% | 236 |
|
|
2014
Q3 | $27K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2014
Q2 | $29K | Hold |
500
| – | – | 0.01% | 243 |
|
|
2014
Q1 | $27K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2013
Q4 | $26K | Hold |
500
| – | – | 0.01% | 267 |
|
|
2013
Q3 | $27K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2013
Q2 | $28K | Buy |
+500
| New | +$28K | 0.01% | 247 |
|