Beacon Investment Advisory Services’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,645
| Closed | -$227K | – | 307 |
|
|
2021
Q1 | $227K | Buy |
+3,645
| New | +$227K | 0.01% | 278 |
|
|
2018
Q2 | – | Sell |
-6,726
| Closed | -$308K | – | 264 |
|
|
2018
Q1 | $308K | Buy |
6,726
+112
| +2% | +$5.13K | 0.03% | 211 |
|
|
2017
Q4 | $314K | Sell |
6,614
-2,201
| -25% | -$104K | 0.03% | 198 |
|
|
2017
Q3 | $402K | Buy |
+8,815
| New | +$402K | 0.03% | 199 |
|