First Trust Direct Indexing’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$275K Buy
2023
Q3
Sell
2023
Q2
$347K Buy
2023
Q1
$254K Sell
2022
Q4
$308K Buy
2021
Q3
Sell
2021
Q2
$214K Buy
2021
Q1
Sell
2020
Q4
$19K Buy