Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
167
+101
| +153% | +$9.04K | ﹤0.01% | 1742 |
|
|
2025
Q1 | $6.29K | Buy |
+66
| New | +$6.29K | ﹤0.01% | 1702 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$1.22K | – | 1614 |
|
|
2023
Q4 | $1.22K | Buy |
+17
| New | +$1.22K | ﹤0.01% | 1374 |
|
|
2023
Q2 | – | Sell |
-1,550
| Closed | -$123K | – | 1427 |
|
|
2023
Q1 | $123K | Buy |
+1,550
| New | +$123K | 0.01% | 473 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1363 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1180 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1209 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$2K | – | 1358 |
|
|
2021
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1066 |
|