Clearstead Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Buy |
236
+91
| +63% | +$9.34K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $12.7K | Buy |
+145
| New | +$12.7K | ﹤0.01% | 1547 |
|
|
2024
Q1 | – | Sell |
-18
| Closed | -$1.31K | – | 1612 |
|
|
2023
Q4 | $1.31K | Buy |
+18
| New | +$1.31K | ﹤0.01% | 1359 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$664 | – | 1426 |
|
|
2023
Q1 | $664 | Buy |
+12
| New | +$664 | ﹤0.01% | 1275 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$1K | – | 1362 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1208 |
|
|
2021
Q3 | – | Sell |
-29
| Closed | -$2K | – | 1357 |
|
|
2021
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1065 |
|