BerganKDV Wealth 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 | $815 | Sell |
10
-275
| -96% | -$22.4K | ﹤0.01% | 772 |
|
|
2023
Q1 | $22.6K | Buy |
285
+249
| +692% | +$19.7K | ﹤0.01% | 506 |
|
|
2022
Q4 | $2.71K | Sell |
36
-11
| -23% | -$829 | ﹤0.01% | 764 |
|
|
2022
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 784 |
|
|
2022
Q1 | $4K | Sell |
47
-113
| -71% | -$9.62K | ﹤0.01% | 767 |
|
|
2021
Q4 | $11K | Buy |
160
+113
| +240% | +$7.77K | ﹤0.01% | 652 |
|
|
2021
Q3 | $3K | Buy |
47
+1
| +2% | +$64 | ﹤0.01% | 836 |
|
|
2021
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 735 |
|
|
2021
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 700 |
|
|
2020
Q4 | $4K | Sell |
46
-6
| -12% | -$522 | ﹤0.01% | 702 |
|
|
2020
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 612 |
|
|
2020
Q2 | $4K | Sell |
52
-388
| -88% | -$29.8K | ﹤0.01% | 667 |
|
|
2020
Q1 | $33K | Buy |
440
+6
| +1% | +$450 | 0.01% | 370 |
|
|
2019
Q4 | $39K | Buy |
434
+34
| +9% | +$3.06K | 0.01% | 369 |
|
|
2019
Q3 | $39K | Hold |
400
| – | – | 0.01% | 355 |
|
|
2019
Q2 | $38K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2019
Q1 | $38K | Sell |
400
-228
| -36% | -$21.7K | 0.01% | 372 |
|
|
2018
Q4 | $54K | Buy |
628
+2
| +0.3% | +$172 | 0.01% | 294 |
|
|
2018
Q3 | $50K | Sell |
626
-254
| -29% | -$20.3K | 0.01% | 322 |
|
|
2018
Q2 | $71K | Buy |
+880
| New | +$71K | 0.02% | 279 |
|
|
2017
Q3 | – | Sell |
-20,410
| Closed | -$1.74M | – | 202 |
|
|
2017
Q2 | $1.74M | Buy |
20,410
+77
| +0.4% | +$6.56K | 0.49% | 30 |
|
|
2017
Q1 | $1.7M | Buy |
20,333
+2,008
| +11% | +$167K | 0.5% | 29 |
|
|
2016
Q4 | $1.43M | Sell |
18,325
-2,171
| -11% | -$169K | 0.48% | 38 |
|
|
2016
Q3 | $1.56M | Sell |
20,496
-2,245
| -10% | -$171K | 0.54% | 30 |
|
|
2016
Q2 | $1.84M | Buy |
22,741
+3,514
| +18% | +$285K | 0.79% | 25 |
|
|
2016
Q1 | $1.44M | Buy |
+19,227
| New | +$1.44M | 0.87% | 24 |
|