CreativeOne Wealth’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,008	Closed	-$673K	–	880
2024 Q1	$673K	Buy	9,008 +4,243	+89%	+$317K	0.03%	479
2023 Q4	$342K	Buy	+4,765	New	+$342K	0.02%	462