Evoke Wealth’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,636
| Closed | -$106K | – | 932 |
|
2022
Q3 | $106K | Sell |
1,636
-262
| -14% | -$17K | ﹤0.01% | 406 |
|
2022
Q2 | $139K | Sell |
1,898
-151
| -7% | -$11.1K | 0.01% | 371 |
|
2022
Q1 | $160K | Buy |
2,049
+17
| +0.8% | +$1.33K | 0.01% | 380 |
|
2021
Q4 | $143K | Buy |
2,032
+32
| +2% | +$2.25K | ﹤0.01% | 405 |
|
2021
Q3 | $144K | Buy |
+2,000
| New | +$144K | 0.01% | 378 |
|
2021
Q2 | – | Sell |
-68
| Closed | -$6K | – | 1215 |
|
2021
Q1 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 811 |
|
2020
Q2 | – | Sell |
-18
| Closed | -$1.37K | – | 1159 |
|
2020
Q1 | $1.37K | Sell |
18
-2
| -10% | -$152 | ﹤0.01% | 880 |
|
2019
Q4 | $1.81K | Sell |
20
-20
| -50% | -$1.81K | ﹤0.01% | 1087 |
|
2019
Q3 | $3.89K | Buy |
+40
| New | +$3.89K | ﹤0.01% | 1063 |
|