Beacon Pointe Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,535
| Closed | -$579K | – | 1243 |
|
|
2024
Q3 | $579K | Sell |
6,535
-20
| -0.3% | -$1.77K | 0.01% | 791 |
|
|
2024
Q2 | $501K | Sell |
6,555
-853
| -12% | -$65.2K | 0.01% | 856 |
|
|
2024
Q1 | $554K | Buy |
7,408
+22
| +0.3% | +$1.64K | 0.01% | 868 |
|
|
2023
Q4 | $531K | Sell |
7,386
-343
| -4% | -$24.6K | 0.01% | 868 |
|
|
2023
Q3 | $569K | Buy |
7,729
+386
| +5% | +$28.4K | 0.01% | 821 |
|
|
2023
Q2 | $598K | Sell |
7,343
-2,528
| -26% | -$206K | 0.01% | 657 |
|
|
2023
Q1 | $782K | Buy |
9,871
+2,368
| +32% | +$188K | 0.01% | 609 |
|
|
2022
Q4 | $571K | Sell |
7,503
-3,459
| -32% | -$263K | 0.01% | 642 |
|
|
2022
Q3 | $711K | Sell |
10,962
-128
| -1% | -$8.3K | 0.02% | 547 |
|
|
2022
Q2 | $811K | Buy |
11,090
+1,823
| +20% | +$133K | 0.02% | 522 |
|
|
2022
Q1 | $724K | Buy |
9,267
+4,744
| +105% | +$371K | 0.01% | 701 |
|
|
2021
Q4 | $319K | Buy |
4,523
+1,516
| +50% | +$107K | 0.01% | 711 |
|
|
2021
Q3 | $218K | Sell |
3,007
-2,054
| -41% | -$149K | 0.01% | 830 |
|
|
2021
Q2 | $415K | Buy |
+5,061
| New | +$415K | 0.01% | 550 |
|