Concert Wealth Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,344
| Closed | -$417K | – | 510 |
|
|
2016
Q4 | $417K | Sell |
5,344
-2,107
| -28% | -$164K | 0.09% | 293 |
|
|
2016
Q3 | $566K | Buy |
7,451
+13
| +0.2% | +$988 | 0.07% | 347 |
|
|
2016
Q2 | $603K | Buy |
7,438
+13
| +0.2% | +$1.05K | 0.08% | 309 |
|
|
2016
Q1 | $556K | Buy |
7,425
+15
| +0.2% | +$1.12K | 0.07% | 333 |
|
|
2015
Q4 | $476K | Buy |
7,410
+3
| +0% | +$193 | 0.06% | 374 |
|
|
2015
Q3 | $475K | Buy |
7,407
+42
| +0.6% | +$2.69K | 0.06% | 369 |
|
|
2015
Q2 | $421K | Buy |
+7,365
| New | +$421K | 0.05% | 401 |
|
|
2015
Q1 | – | Sell |
-5,749
| Closed | -$393K | – | 581 |
|
|
2014
Q4 | $393K | Hold |
5,749
| – | – | 0.06% | 378 |
|
|
2014
Q3 | $316K | Buy |
5,749
+417
| +8% | +$22.9K | 0.04% | 379 |
|
|
2014
Q2 | $299K | Buy |
5,332
+250
| +5% | +$14K | 0.04% | 415 |
|
|
2014
Q1 | $275K | Buy |
5,082
+71
| +1% | +$3.84K | 0.03% | 428 |
|
|
2013
Q4 | $268K | Buy |
5,011
+151
| +3% | +$8.08K | 0.03% | 411 |
|
|
2013
Q3 | $267K | Sell |
4,860
-200
| -4% | -$11K | 0.04% | 392 |
|
|
2013
Q2 | $280K | Buy |
+5,060
| New | +$280K | 0.04% | 354 |
|