Cape Investment Advisory’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35.9K | Hold |
401
| – | – | 0.01% | 413 |
|
2025
Q1 | $38.2K | Hold |
401
| – | – | 0.02% | 375 |
|
2024
Q4 | $34K | Hold |
401
| – | – | 0.01% | 397 |
|
2024
Q3 | $35.5K | Hold |
401
| – | – | 0.01% | 368 |
|
2024
Q2 | $30.6K | Hold |
401
| – | – | 0.01% | 368 |
|
2024
Q1 | $30K | Buy |
+401
| New | +$30K | 0.01% | 383 |
|