Financial Architects (New Jersey)’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-119
| Closed | -$5K | – | 625 |
|
|
2020
Q2 | $5K | Sell |
119
-11
| -8% | -$462 | ﹤0.01% | 725 |
|
|
2020
Q1 | $4K | Buy |
130
+11
| +9% | +$338 | ﹤0.01% | 731 |
|
|
2019
Q4 | $5K | Sell |
119
-325
| -73% | -$13.7K | ﹤0.01% | 766 |
|
|
2019
Q3 | $17K | Buy |
444
+80
| +22% | +$3.06K | ﹤0.01% | 621 |
|
|
2019
Q2 | $14K | Hold |
364
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $16K | Hold |
364
| – | – | ﹤0.01% | 861 |
|
|
2018
Q4 | $14K | Hold |
364
| – | – | ﹤0.01% | 812 |
|
|
2018
Q3 | $16K | Hold |
364
| – | – | ﹤0.01% | 850 |
|
|
2018
Q2 | $15K | Buy |
364
+187
| +106% | +$7.71K | ﹤0.01% | 891 |
|
|
2018
Q1 | $8K | Hold |
177
| – | – | ﹤0.01% | 1022 |
|
|
2017
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q3 | $8K | Hold |
177
| – | – | ﹤0.01% | 1091 |
|
|
2017
Q2 | $8K | Hold |
177
| – | – | ﹤0.01% | 1081 |
|
|
2017
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 1119 |
|
|
2016
Q4 | $7K | Hold |
177
| – | – | ﹤0.01% | 1071 |
|
|
2016
Q3 | $8K | Hold |
177
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q2 | $7K | Sell |
177
-186
| -51% | -$7.36K | ﹤0.01% | 1030 |
|
|
2016
Q1 | $13K | Buy |
+363
| New | +$13K | ﹤0.01% | 676 |
|
|
2015
Q3 | – | Sell |
-460
| Closed | -$21K | – | 708 |
|
|
2015
Q2 | $21K | Hold |
460
| – | – | 0.01% | 620 |
|
|
2015
Q1 | $19K | Sell |
460
-63
| -12% | -$2.6K | 0.01% | 584 |
|
|
2014
Q4 | $23K | Buy |
523
+146
| +39% | +$6.42K | 0.01% | 493 |
|
|
2014
Q3 | $17K | Buy |
+377
| New | +$17K | 0.01% | 500 |
|