CSat Investment Advisory’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $97K | Buy |
1,188
+371
| +45% | +$30.3K | 0.08% | 92 |
|
2020
Q4 | $65K | Sell |
817
-296
| -27% | -$23.6K | 0.06% | 116 |
|
2020
Q3 | $83K | Buy |
1,113
+174
| +19% | +$13K | 0.01% | 538 |
|
2020
Q2 | $69K | Buy |
939
+306
| +48% | +$22.5K | 0.01% | 602 |
|
2020
Q1 | $48K | Sell |
633
-1
| -0.2% | -$76 | 0.01% | 532 |
|
2019
Q4 | $57K | Buy |
634
+159
| +33% | +$14.3K | 0.02% | 589 |
|
2019
Q3 | $46K | Buy |
475
+27
| +6% | +$2.62K | 0.01% | 586 |
|
2019
Q2 | $42K | Buy |
448
+150
| +50% | +$14.1K | 0.01% | 608 |
|
2019
Q1 | $28K | Buy |
298
+28
| +10% | +$2.63K | 0.01% | 239 |
|
2018
Q4 | $23K | Sell |
270
-21
| -7% | -$1.79K | 0.01% | 241 |
|
2018
Q3 | $23K | Buy |
291
+12
| +4% | +$948 | 0.01% | 202 |
|
2018
Q2 | $22K | Buy |
+279
| New | +$22K | 0.01% | 194 |
|