Axxcess Wealth Management’s Pentair PNR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,586
Closed -$232K 829
2023
Q2
$232K Sell
3,586
-644
-15% -$41.6K 0.02% 522
2023
Q1
$234K Buy
+4,230
New +$234K 0.02% 545