Asset Dedication LLC’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537 | Hold |
6
| – | – | ﹤0.01% | 1124 |
|
|
2025
Q1 | $572 | Hold |
6
| – | – | ﹤0.01% | 1058 |
|
|
2024
Q4 | $509 | Sell |
6
-10
| -63% | -$848 | ﹤0.01% | 1049 |
|
|
2024
Q3 | $1.42K | Hold |
16
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q2 | $1.22K | Hold |
16
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 945 |
|
|
2023
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 954 |
|
|
2023
Q3 | $1K | Sell |
16
-72
| -82% | -$4.5K | ﹤0.01% | 953 |
|
|
2023
Q2 | $7K | Buy |
88
+82
| +1,367% | +$6.52K | ﹤0.01% | 725 |
|
|
2023
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 988 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 851 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 865 |
|