First Allied Advisory Services’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,172
| Closed | -$210K | – | 1489 |
|
|
2019
Q3 | $210K | Sell |
2,172
-56
| -3% | -$5.41K | 0.01% | 1072 |
|
|
2019
Q2 | $210K | Buy |
+2,228
| New | +$210K | 0.01% | 1075 |
|
|
2016
Q2 | – | Sell |
-2,901
| Closed | -$220K | – | 1078 |
|
|
2016
Q1 | $220K | Sell |
2,901
-481
| -14% | -$36.5K | 0.01% | 868 |
|
|
2015
Q4 | $217K | Sell |
3,382
-595
| -15% | -$38.2K | 0.01% | 928 |
|
|
2015
Q3 | $249K | Sell |
3,977
-310
| -7% | -$19.4K | 0.01% | 830 |
|
|
2015
Q2 | $244K | Sell |
4,287
-255
| -6% | -$14.5K | 0.01% | 916 |
|
|
2015
Q1 | $286K | Buy |
4,542
+346
| +8% | +$21.8K | 0.02% | 802 |
|
|
2014
Q4 | $285K | Buy |
+4,196
| New | +$285K | 0.02% | 782 |
|
|
2014
Q3 | – | Sell |
-3,809
| Closed | -$223K | – | 1090 |
|
|
2014
Q2 | $223K | Hold |
3,809
| – | – | 0.02% | 839 |
|
|
2014
Q1 | $207K | Hold |
3,809
| – | – | 0.02% | 874 |
|
|
2013
Q4 | $201K | Sell |
3,809
-100
| -3% | -$5.28K | 0.02% | 824 |
|
|
2013
Q3 | $212K | Sell |
3,909
-50
| -1% | -$2.71K | 0.01% | 861 |
|
|
2013
Q2 | $223K | Buy |
+3,959
| New | +$223K | 0.02% | 799 |
|