Capital Advisory Group Advisory Services’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,250
| Closed | -$68K | – | 407 |
|
|
2022
Q1 | $68K | Buy |
+1,250
| New | +$68K | 0.03% | 224 |
|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$91K | – | 407 |
|
|
2021
Q3 | $91K | Hold |
1,250
| – | – | 0.03% | 238 |
|
|
2021
Q2 | $84K | Hold |
1,250
| – | – | 0.03% | 240 |
|
|
2021
Q1 | $78K | Sell |
1,250
-300
| -19% | -$18.7K | 0.03% | 223 |
|
|
2020
Q4 | $82K | Buy |
+1,550
| New | +$82K | 0.03% | 223 |
|