Bartlett & Co’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $55K | Buy |
771
+262
| +51% | +$18.7K | ﹤0.01% | 685 |
|
|
2023
Q3 | $38K | Buy |
509
+9
| +2% | +$672 | ﹤0.01% | 711 |
|
|
2023
Q2 | $41K | Hold |
500
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $40K | Hold |
500
| – | – | ﹤0.01% | 600 |
|
|
2022
Q4 | $38K | Hold |
500
| – | – | ﹤0.01% | 617 |
|
|
2022
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 639 |
|
|
2022
Q2 | $37K | Sell |
500
-150
| -23% | -$11.1K | ﹤0.01% | 620 |
|
|
2022
Q1 | $51K | Buy |
+650
| New | +$51K | ﹤0.01% | 584 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$43K | – | 754 |
|
|
2021
Q3 | $43K | Sell |
600
-100
| -14% | -$7.17K | ﹤0.01% | 531 |
|
|
2021
Q2 | $57K | Hold |
700
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $57K | Sell |
700
-150
| -18% | -$12.2K | ﹤0.01% | 510 |
|
|
2020
Q4 | $68K | Hold |
850
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $63K | Hold |
850
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $62K | Hold |
850
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $64K | Buy |
+850
| New | +$64K | ﹤0.01% | 422 |
|
|
2019
Q3 | $83K | Buy |
850
+500
| +143% | +$48.8K | ﹤0.01% | 415 |
|
|
2019
Q2 | $33K | Hold |
350
| – | – | ﹤0.01% | 485 |
|
|
2019
Q1 | $33K | Hold |
350
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $30K | Buy |
+350
| New | +$30K | ﹤0.01% | 477 |
|