Bridgeworth’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,806
| Closed | -$264K | – | 140 |
|
|
2019
Q2 | $264K | Hold |
2,806
| – | – | 0.1% | 98 |
|
|
2019
Q1 | $268K | Buy |
+2,806
| New | +$268K | 0.11% | 102 |
|
|
2018
Q3 | – | Sell |
-1,403
| Closed | -$113K | – | 435 |
|
|
2018
Q2 | $113K | Sell |
1,403
-1,403
| -50% | -$113K | 0.05% | 189 |
|
|
2018
Q1 | $223K | Buy |
+2,806
| New | +$223K | 0.1% | 134 |
|
|
2017
Q2 | – | Sell |
-2,806
| Closed | -$235K | – | 151 |
|
|
2017
Q1 | $235K | Buy |
+2,806
| New | +$235K | 0.12% | 127 |
|