CWA
Cypress Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,591
| Closed | -$299K | – | 154 |
|
|
2017
Q1 | $299K | Buy |
3,591
+93
| +3% | +$7.74K | 0.14% | 147 |
|
|
2016
Q4 | $273K | Hold |
3,498
| – | – | 0.12% | 148 |
|
|
2016
Q3 | $266K | Hold |
3,498
| – | – | 0.12% | 149 |
|
|
2016
Q2 | $284K | Hold |
3,498
| – | – | 0.14% | 138 |
|
|
2016
Q1 | $263K | Hold |
3,498
| – | – | 0.12% | 148 |
|
|
2015
Q4 | $226K | Buy |
+3,498
| New | +$226K | 0.11% | 157 |
|