ERTS Wealth Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,052
| Closed | -$267K | – | 74 |
|
|
2025
Q1 | $267K | Sell |
3,052
-7
| -0.2% | -$612 | 0.05% | 72 |
|
|
2024
Q4 | $308K | Buy |
3,059
+7
| +0.2% | +$705 | 0.06% | 67 |
|
|
2024
Q3 | $298K | Hold |
3,052
| – | – | 0.06% | 76 |
|
|
2024
Q2 | $234K | Hold |
3,052
| – | – | 0.05% | 82 |
|
|
2024
Q1 | $261K | Hold |
3,052
| – | – | 0.05% | 81 |
|
|
2023
Q4 | $222K | Buy |
+3,052
| New | +$222K | 0.05% | 85 |
|
|
2022
Q1 | – | Sell |
-3,052
| Closed | -$223K | – | 94 |
|
|
2021
Q4 | $223K | Hold |
3,052
| – | – | 0.05% | 79 |
|
|
2021
Q3 | $222K | Hold |
3,052
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $206K | Buy |
+3,052
| New | +$206K | 0.06% | 88 |
|
|
2019
Q1 | – | Sell |
-4,126
| Closed | -$156K | – | 251 |
|
|
2018
Q4 | $156K | Buy |
+4,126
| New | +$156K | 0.11% | 86 |
|