Belpointe 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
Q2 | – | Sell |
-2,685
| Closed | -$213K | – | 2601 |
|
|
2023
Q1 | $213K | Sell |
2,685
-422
| -14% | -$33.4K | 0.01% | 905 |
|
|
2022
Q4 | $236K | Buy |
3,107
+467
| +18% | +$35.5K | 0.01% | 820 |
|
|
2022
Q3 | $170K | Buy |
2,640
+32
| +1% | +$2.06K | 0.01% | 908 |
|
|
2022
Q2 | $191K | Sell |
2,608
-85
| -3% | -$6.23K | 0.01% | 845 |
|
|
2022
Q1 | $210K | Buy |
2,693
+125
| +5% | +$9.75K | 0.01% | 882 |
|
|
2021
Q4 | $181K | Sell |
2,568
-124
| -5% | -$8.74K | 0.01% | 936 |
|
|
2021
Q3 | $194K | Buy |
+2,692
| New | +$194K | 0.01% | 871 |
|