Baystate Wealth Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $33.8K | Sell |
464
-5
| -1% | -$364 | ﹤0.01% | 451 |
|
|
2023
Q3 | $30.4K | Buy |
+469
| New | +$30.4K | ﹤0.01% | 410 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$1K | – | 960 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 846 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 805 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 744 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 724 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 665 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 652 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 624 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 594 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $1K | Sell |
7
-226
| -97% | -$32.3K | ﹤0.01% | 615 |
|
|
2018
Q3 | $9K | Hold |
233
| – | – | ﹤0.01% | 388 |
|
|
2018
Q2 | $10K | Sell |
233
-114
| -33% | -$4.89K | ﹤0.01% | 376 |
|
|
2018
Q1 | $16K | Buy |
347
+337
| +3,370% | +$15.5K | ﹤0.01% | 313 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 582 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 613 |
|
|
2017
Q1 | $1K | Sell |
10
-120
| -92% | -$12K | ﹤0.01% | 578 |
|
|
2016
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 356 |
|