Evergreen Capital Management’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
Q3 | – | Sell |
-76,270
| Closed | -$6.25M | – | 591 |
|
|
2021
Q2 | $6.25M | Buy |
76,270
+1,835
| +2% | +$150K | 0.3% | 89 |
|
|
2021
Q1 | $6.06M | Buy |
+74,435
| New | +$6.06M | 0.31% | 88 |
|
|
2020
Q1 | – | Sell |
-3,472
| Closed | -$312K | – | 456 |
|
|
2019
Q4 | $312K | Sell |
3,472
-127
| -4% | -$11.4K | 0.03% | 339 |
|
|
2019
Q3 | $349K | Hold |
3,599
| – | – | 0.03% | 281 |
|
|
2019
Q2 | $339K | Buy |
3,599
+39
| +1% | +$3.67K | 0.03% | 294 |
|
|
2019
Q1 | $340K | Hold |
3,560
| – | – | 0.03% | 260 |
|
|
2018
Q4 | $303K | Sell |
3,560
-68
| -2% | -$5.79K | 0.03% | 269 |
|
|
2018
Q3 | $287K | Sell |
3,628
-29
| -0.8% | -$2.29K | 0.03% | 299 |
|
|
2018
Q2 | $295K | Sell |
3,657
-37
| -1% | -$2.99K | 0.03% | 278 |
|
|
2018
Q1 | $295K | Buy |
+3,694
| New | +$295K | 0.03% | 269 |
|