Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$11K | – | 981 |
|
|
2022
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $11.7K | Sell |
150
-15
| -9% | -$1.17K | ﹤0.01% | 687 |
|
|
2021
Q4 | $11.6K | Hold |
165
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $11.9K | Hold |
165
| – | – | ﹤0.01% | 699 |
|
|
2021
Q2 | $13.5K | Buy |
165
+15
| +10% | +$1.23K | ﹤0.01% | 697 |
|
|
2021
Q1 | $12.2K | Buy |
+150
| New | +$12.2K | ﹤0.01% | 650 |
|
|
2019
Q4 | – | Sell |
-158
| Closed | -$15.3K | – | 660 |
|
|
2019
Q3 | $15.3K | Sell |
158
-2,906
| -95% | -$282K | ﹤0.01% | 542 |
|
|
2019
Q2 | $288K | Hold |
3,064
| – | – | 0.09% | 240 |
|
|
2019
Q1 | $293K | Buy |
+3,064
| New | +$293K | 0.11% | 219 |
|