Cary Street Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-707
| Closed | -$52.1K | – | 1496 |
|
|
2023
Q3 | $52.1K | Hold |
707
| – | – | ﹤0.01% | 863 |
|
|
2023
Q2 | $57.6K | Hold |
707
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $56K | Hold |
707
| – | – | ﹤0.01% | 712 |
|
|
2022
Q4 | $53.8K | Buy |
+707
| New | +$53.8K | ﹤0.01% | 724 |
|
|
2020
Q4 | – | Sell |
-575
| Closed | -$43K | – | 725 |
|
|
2020
Q3 | $43K | Buy |
+575
| New | +$43K | 0.01% | 514 |
|