EA
Ellsworth Advisors’s Pinnacle West Capital PNW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.79M | Sell |
20,022
-1,669
| -8% | -$149K | 0.44% | 70 |
|
2025
Q1 | $2.07M | Buy |
21,691
+960
| +5% | +$91.4K | 0.54% | 63 |
|
2024
Q4 | $1.76M | Buy |
20,731
+1,820
| +10% | +$154K | 0.46% | 69 |
|
2024
Q3 | $1.68M | Buy |
18,911
+1,700
| +10% | +$151K | 0.43% | 65 |
|
2024
Q2 | $1.31M | Buy |
17,211
+1,855
| +12% | +$142K | 0.37% | 73 |
|
2024
Q1 | $1.11M | Buy |
+15,356
| New | +$1.11M | 0.32% | 77 |
|