Concert Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5,344	Closed	-$417K	–	508
2016 Q4	$417K	Sell	5,344 -2,107	-28%	-$158K	0.09%	293
2016 Q3	$566K	Buy	7,451 +13	+0.2%	+$1.01K	0.07%	347
2016 Q2	$603K	Buy	7,438 +13	+0.2%	+$969	0.08%	309
2016 Q1	$556K	Buy	7,425 +15	+0.2%	+$1.03K	0.07%	333
2015 Q4	$476K	Buy	7,410 +3	+0%	+$191	0.06%	374
2015 Q3	$475K	Buy	7,407 +42	+0.6%	+$2.57K	0.06%	369
2015 Q2	$421K	Buy	+7,365	New	+$444K	0.05%	401
2015 Q1	–	Sell	-5,749	Closed	-$393K	–	583
2014 Q4	$393K	Hold	5,749	–	–	0.06%	378
2014 Q3	$316K	Buy	5,749 +417	+8%	+$23.2K	0.04%	379
2014 Q2	$299K	Buy	5,332 +250	+5%	+$13.8K	0.04%	415
2014 Q1	$275K	Buy	5,082 +71	+1%	+$3.8K	0.03%	428
2013 Q4	$268K	Buy	5,011 +151	+3%	+$8.27K	0.03%	411
2013 Q3	$267K	Sell	4,860 -200	-4%	-$11.2K	0.04%	392
2013 Q2	$280K	Buy	+5,060	New	+$294K	0.04%	354