Benjamin F. Edwards & Company’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
Q2 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 1845 |
|
|
2023
Q3 | – | Sell |
-1,260
| Closed | -$103K | – | 1809 |
|
|
2023
Q2 | $103K | Sell |
1,260
-75
| -6% | -$6.13K | ﹤0.01% | 901 |
|
|
2023
Q1 | $106K | Sell |
1,335
-452
| -25% | -$35.9K | ﹤0.01% | 890 |
|
|
2022
Q4 | $136K | Buy |
1,787
+1,014
| +131% | +$77.2K | 0.01% | 813 |
|
|
2022
Q3 | $50K | Sell |
773
-323
| -29% | -$20.9K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $80K | Buy |
+1,096
| New | +$80K | ﹤0.01% | 927 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$57K | – | 1756 |
|
|
2021
Q2 | $57K | Sell |
700
-100
| -13% | -$8.14K | ﹤0.01% | 992 |
|
|
2021
Q1 | $65K | Hold |
800
| – | – | ﹤0.01% | 940 |
|
|
2020
Q4 | $64K | Hold |
800
| – | – | ﹤0.01% | 900 |
|
|
2020
Q3 | $60K | Sell |
800
-483
| -38% | -$36.2K | ﹤0.01% | 854 |
|
|
2020
Q2 | $94K | Sell |
1,283
-100
| -7% | -$7.33K | 0.01% | 759 |
|
|
2020
Q1 | $105K | Buy |
1,383
+483
| +54% | +$36.7K | 0.01% | 679 |
|
|
2019
Q4 | $81K | Buy |
+900
| New | +$81K | 0.01% | 837 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1961 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1656 |
|