Focused Wealth Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$527 | – | 709 |
|
|
2023
Q4 | $527 | Hold |
7
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $467 | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2023
Q2 | $465 | Hold |
7
| – | – | ﹤0.01% | 900 |
|
|
2023
Q1 | $396 | Hold |
7
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $321 | Hold |
7
| – | – | ﹤0.01% | 949 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 985 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 986 |
|
|
2022
Q1 | $0 | Sell |
7
-1,800
| -100% | – | ﹤0.01% | 1024 |
|
|
2021
Q4 | $132K | Hold |
1,807
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $131K | Buy |
+1,807
| New | +$131K | 0.02% | 238 |
|