Concord Wealth Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-206
| Closed | -$15K | – | 869 |
|
|
2022
Q2 | $15K | Sell |
206
-411
| -67% | -$29.9K | ﹤0.01% | 609 |
|
|
2022
Q1 | $48K | Buy |
617
+50
| +9% | +$3.89K | 0.01% | 451 |
|
|
2021
Q4 | $40K | Buy |
+567
| New | +$40K | 0.01% | 493 |
|
|
2021
Q3 | – | Sell |
-38
| Closed | -$3K | – | 1000 |
|
|
2021
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 837 |
|