Beese Fulmer Investment Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-47
| Closed | -$2K | – | 453 |
|
|
2020
Q2 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 576 |
|
|
2014
Q4 | – | Sell |
-4,763
| Closed | -$210K | – | 158 |
|
|
2014
Q3 | $210K | Sell |
4,763
-1,367
| -22% | -$60.3K | 0.07% | 145 |
|
|
2014
Q2 | $297K | Sell |
6,130
-188
| -3% | -$9.11K | 0.1% | 126 |
|
|
2014
Q1 | $337K | Hold |
6,318
| – | – | 0.12% | 117 |
|
|
2013
Q4 | $330K | Sell |
6,318
-1,008
| -14% | -$52.7K | 0.12% | 113 |
|
|
2013
Q3 | $320K | Sell |
7,326
-390
| -5% | -$17K | 0.13% | 113 |
|
|
2013
Q2 | $299K | Buy |
+7,716
| New | +$299K | 0.13% | 112 |
|