Bailard’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
Q1 | – | Sell |
-3,220
| Closed | -$227K | – | 794 |
|
|
2021
Q4 | $227K | Buy |
+3,220
| New | +$227K | 0.01% | 644 |
|
|
2017
Q3 | – | Sell |
-4,864
| Closed | -$414K | – | 307 |
|
|
2017
Q2 | $414K | Hold |
4,864
| – | – | 0.03% | 217 |
|
|
2017
Q1 | $406K | Hold |
4,864
| – | – | 0.03% | 226 |
|
|
2016
Q4 | $380K | Hold |
4,864
| – | – | 0.04% | 224 |
|
|
2016
Q3 | $370K | Hold |
4,864
| – | – | 0.03% | 228 |
|
|
2016
Q2 | $394K | Buy |
+4,864
| New | +$394K | 0.05% | 216 |
|