Cetera Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $569K | Buy |
+7,612
| New | +$569K | ﹤0.01% | 1521 |
|
|
2023
Q3 | – | Sell |
-2,765
| Closed | -$225K | – | 1763 |
|
|
2023
Q2 | $225K | Buy |
2,765
+146
| +6% | +$11.9K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $207K | Sell |
2,619
-164
| -6% | -$13K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $212K | Buy |
+2,783
| New | +$212K | ﹤0.01% | 1414 |
|
|
2022
Q2 | – | Sell |
-4,240
| Closed | -$331K | – | 1438 |
|
|
2022
Q1 | $331K | Sell |
4,240
-26
| -0.6% | -$2.03K | 0.01% | 1066 |
|
|
2021
Q4 | $301K | Sell |
4,266
-1,163
| -21% | -$82.1K | 0.01% | 1118 |
|
|
2021
Q3 | $393K | Buy |
5,429
+2,046
| +60% | +$148K | 0.01% | 972 |
|
|
2021
Q2 | $277K | Buy |
3,383
+513
| +18% | +$42K | 0.01% | 1087 |
|
|
2021
Q1 | $233K | Sell |
2,870
-322
| -10% | -$26.1K | 0.01% | 1077 |
|
|
2020
Q4 | $255K | Buy |
+3,192
| New | +$255K | 0.01% | 887 |
|
|
2020
Q1 | – | Sell |
-2,348
| Closed | -$211K | – | 919 |
|
|
2019
Q4 | $211K | Buy |
+2,348
| New | +$211K | 0.01% | 845 |
|
|
2014
Q3 | – | Sell |
-26,452
| Closed | -$1.53M | – | 639 |
|
|
2014
Q2 | $1.53M | Sell |
26,452
-265
| -1% | -$15.3K | 0.17% | 155 |
|
|
2014
Q1 | $1.46M | Buy |
+26,717
| New | +$1.46M | 0.2% | 116 |
|