Cresset Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,098
| Closed | -$717K | – | 1983 |
|
|
2024
Q3 | $717K | Buy |
8,098
+663
| +9% | +$58.7K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $568K | Buy |
7,435
+2,248
| +43% | +$172K | ﹤0.01% | 1346 |
|
|
2024
Q1 | $388K | Sell |
5,187
-595
| -10% | -$44.5K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $415K | Sell |
5,782
-1,233
| -18% | -$88.6K | ﹤0.01% | 1295 |
|
|
2023
Q3 | $517K | Buy |
7,015
+835
| +14% | +$61.5K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $503K | Buy |
+6,180
| New | +$503K | ﹤0.01% | 1145 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$38K | – | 1365 |
|
|
2019
Q1 | $38K | Buy |
400
+241
| +152% | +$22.9K | ﹤0.01% | 859 |
|
|
2018
Q4 | $14K | Buy |
+159
| New | +$14K | ﹤0.01% | 789 |
|