Focused Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Focused Wealth Management’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-216	Closed	-$15.5K	–	761
2023 Q4	$15.5K	Hold	216	–	–	﹤0.01%	476
2023 Q3	$15.9K	Hold	216	–	–	﹤0.01%	460
2023 Q2	$17.6K	Sell	216 -797	-79%	-$63.6K	﹤0.01%	452
2023 Q1	$80.3K	Buy	1,013 +797	+369%	+$60.1K	0.02%	229
2022 Q4	$16.4K	Hold	216	–	–	﹤0.01%	458
2022 Q3	$14K	Hold	216	–	–	﹤0.01%	449
2022 Q2	$16K	Hold	216	–	–	﹤0.01%	441
2022 Q1	$17K	Hold	216	–	–	﹤0.01%	478
2021 Q4	$15K	Hold	216	–	–	﹤0.01%	529
2021 Q3	$16K	Sell	216 -102	-32%	-$8.08K	﹤0.01%	541
2021 Q2	$26K	Buy	318 +1	+0.3%	+$85	﹤0.01%	472
2021 Q1	$26K	Buy	317 +1	+0.3%	+$77	﹤0.01%	461
2020 Q4	$25K	Buy	316 +100	+46%	+$8.24K	﹤0.01%	433
2020 Q3	$16K	Hold	216	–	–	﹤0.01%	453
2020 Q2	$16K	Hold	216	–	–	﹤0.01%	443
2020 Q1	$16K	Hold	216	–	–	﹤0.01%	406
2019 Q4	$19K	Hold	216	–	–	﹤0.01%	419
2019 Q3	$21K	Hold	216	–	–	0.01%	387
2019 Q2	$20K	Hold	216	–	–	0.01%	419
2019 Q1	$21K	Hold	216	–	–	0.01%	370
2018 Q4	$18K	Hold	216	–	–	0.01%	393
2018 Q3	$17K	Hold	216	–	–	0.01%	390
2018 Q2	$17K	Hold	216	–	–	0.01%	379
2018 Q1	$17K	Hold	216	–	–	0.01%	406
2017 Q4	$18K	Hold	216	–	–	0.01%	393
2017 Q3	$18K	Hold	216	–	–	0.01%	355
2017 Q2	$18K	Hold	216	–	–	0.01%	391
2017 Q1	$18K	Hold	216	–	–	0.01%	392
2016 Q4	$17K	Hold	216	–	–	0.01%	408
2016 Q3	$16K	Hold	216	–	–	0.01%	391
2016 Q2	$18K	Hold	216	–	–	0.01%	368
2016 Q1	$16K	Hold	216	–	–	0.01%	327
2015 Q4	$14K	Hold	216	–	–	0.01%	361
2015 Q3	$14K	Hold	216	–	–	0.01%	350
2015 Q2	$12K	Hold	216	–	–	0.01%	381
2015 Q1	$14K	Hold	216	–	–	0.01%	374
2014 Q4	$15K	Hold	216	–	–	0.01%	349
2014 Q3	$12K	Hold	216	–	–	0.01%	400
2014 Q2	$12K	Hold	216	–	–	0.01%	394
2014 Q1	$12K	Hold	216	–	–	0.01%	362
2013 Q4	$11K	Buy	+216	New	+$11.8K	0.01%	385