Bellevue Asset Management’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
Q3 | – | Sell |
-161
| Closed | -$13.1K | – | 472 |
|
|
2023
Q2 | $13.1K | Hold |
161
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $12.8K | Hold |
161
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $12.2K | Sell |
161
-322
| -67% | -$24.4K | 0.01% | 260 |
|
|
2022
Q3 | $32K | Hold |
483
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $35K | Hold |
483
| – | – | 0.03% | 187 |
|
|
2022
Q1 | $38K | Hold |
483
| – | – | 0.02% | 199 |
|
|
2021
Q4 | $34K | Hold |
483
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $35K | Hold |
483
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $40K | Hold |
483
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $39K | Hold |
483
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $37K | Sell |
483
-150
| -24% | -$11.5K | 0.02% | 208 |
|
|
2020
Q3 | $47K | Hold |
633
| – | – | 0.03% | 165 |
|
|
2020
Q2 | $46K | Hold |
633
| – | – | 0.05% | 163 |
|
|
2020
Q1 | $50K | Hold |
633
| – | – | 0.05% | 165 |
|
|
2019
Q4 | $57K | Buy |
+633
| New | +$57K | 0.04% | 137 |
|