Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-228
| Closed | -$17K | – | 2233 |
|
|
2024
Q1 | $17K | Sell |
228
-200
| -47% | -$15K | ﹤0.01% | 583 |
|
|
2023
Q4 | $31.7K | Buy |
428
+73
| +21% | +$5.41K | ﹤0.01% | 632 |
|
|
2023
Q3 | $26.5K | Buy |
355
+274
| +338% | +$20.4K | ﹤0.01% | 528 |
|
|
2023
Q2 | $14.3K | Buy |
81
+2
| +3% | +$353 | 0.04% | 200 |
|
|
2023
Q1 | $6.6K | Buy |
79
+3
| +4% | +$251 | 0.2% | 103 |
|
|
2022
Q4 | $44 | Buy |
+76
| New | +$44 | ﹤0.01% | 1241 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$370 | – | 667 |
|
|
2020
Q1 | $370 | Sell |
5
-1
| -17% | -$74 | ﹤0.01% | 607 |
|
|
2019
Q4 | $90K | Buy |
6
+1
| +20% | +$15K | 0.06% | 364 |
|
|
2019
Q3 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 1504 |
|
|
2019
Q2 | $0 | Sell |
4
-27
| -87% | – | ﹤0.01% | 1580 |
|
|
2019
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 861 |
|