Baldwin Wealth Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-800
| Closed | -$78.2K | – | 807 |
|
2024
Q3 | $78.2K | Buy |
+800
| New | +$78.2K | 0.01% | 451 |
|
2016
Q2 | – | Sell |
-48
| Closed | -$2K | – | 481 |
|
2016
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 467 |
|
2014
Q1 | – | Sell |
-12,963
| Closed | -$676K | – | 250 |
|
2013
Q4 | $676K | Hold |
12,963
| – | – | 0.11% | 156 |
|
2013
Q3 | $565K | Sell |
12,963
-212
| -2% | -$9.24K | 0.1% | 154 |
|
2013
Q2 | $510K | Buy |
+13,175
| New | +$510K | 0.1% | 146 |
|