Financial Architects (New Jersey)’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-119
| Closed | -$5K | – | 626 |
|
|
2020
Q2 | $5K | Sell |
119
-11
| -8% | -$387 | ﹤0.01% | 726 |
|
|
2020
Q1 | $4K | Buy |
130
+11
| +9% | +$442 | ﹤0.01% | 732 |
|
|
2019
Q4 | $5K | Sell |
119
-325
| -73% | -$13.7K | ﹤0.01% | 766 |
|
|
2019
Q3 | $17K | Buy |
444
+80
| +22% | +$2.97K | ﹤0.01% | 632 |
|
|
2019
Q2 | $14K | Hold |
364
| – | – | ﹤0.01% | 808 |
|
|
2019
Q1 | $16K | Hold |
364
| – | – | ﹤0.01% | 970 |
|
|
2018
Q4 | $14K | Hold |
364
| – | – | ﹤0.01% | 914 |
|
|
2018
Q3 | $16K | Hold |
364
| – | – | ﹤0.01% | 984 |
|
|
2018
Q2 | $15K | Buy |
364
+187
| +106% | +$8.4K | ﹤0.01% | 891 |
|
|
2018
Q1 | $8K | Hold |
177
| – | – | ﹤0.01% | 1156 |
|
|
2017
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q3 | $8K | Hold |
177
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q2 | $8K | Hold |
177
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q4 | $7K | Hold |
177
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q3 | $8K | Hold |
177
| – | – | ﹤0.01% | 1052 |
|
|
2016
Q2 | $7K | Sell |
177
-186
| -51% | -$7.23K | ﹤0.01% | 1048 |
|
|
2016
Q1 | $13K | Buy |
+363
| New | +$11.7K | ﹤0.01% | 690 |
|
|
2015
Q3 | – | Sell |
-460
| Closed | -$21K | – | 736 |
|
|
2015
Q2 | $21K | Hold |
460
| – | – | 0.01% | 636 |
|
|
2015
Q1 | $19K | Sell |
460
-63
| -12% | -$2.74K | 0.01% | 589 |
|
|
2014
Q4 | $23K | Buy |
523
+146
| +39% | +$6.41K | 0.01% | 496 |
|
|
2014
Q3 | $17K | Buy |
+377
| New | +$17.4K | 0.01% | 503 |
|
Other funds holding PNR
PAMU
