Douglas Lane & Associates’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,778
| Closed | -$331K | – | 207 |
|
|
2016
Q4 | $331K | Sell |
8,778
-99,627
| -92% | -$3.76M | 0.01% | 185 |
|
|
2016
Q3 | $4.68M | Sell |
108,405
-106,629
| -50% | -$4.6M | 0.12% | 116 |
|
|
2016
Q2 | $8.42M | Sell |
215,034
-12,132
| -5% | -$475K | 0.24% | 105 |
|
|
2016
Q1 | $8.28M | Buy |
+227,166
| New | +$8.28M | 0.23% | 108 |
|