Clearstead Advisors’s Pinnacle West Capital PNW Stock Holding History

Clearstead Advisors’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.9K	Buy
2025 Q1	$6.29K	Buy
2024 Q1	–	Sell
2023 Q4	$1.22K	Buy
2023 Q2	–	Sell
2023 Q1	$123K	Buy
2022 Q4	–	Sell
2022 Q3	$1K	Hold
2022 Q2	$1K	Buy
2021 Q3	–	Sell
2021 Q2	$2K	Buy