Cassady Schiller 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
Q3 | – | Sell |
-125
| Closed | -$10.2K | – | 471 |
|
|
2023
Q2 | $10.2K | Hold |
125
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $9.91K | Hold |
125
| – | – | ﹤0.01% | 323 |
|
|
2022
Q4 | $9.51K | Buy |
+125
| New | +$9.51K | 0.01% | 322 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 469 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 628 |
|