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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-216	Closed	-$15.5K	–	710
2023 Q4	$15.5K	Hold	216	–	–	﹤0.01%	473
2023 Q3	$15.9K	Hold	216	–	–	﹤0.01%	455
2023 Q2	$17.6K	Sell	216 -797	-79%	-$64.9K	﹤0.01%	446
2023 Q1	$80.3K	Buy	1,013 +797	+369%	+$63.2K	0.02%	229
2022 Q4	$16.4K	Hold	216	–	–	﹤0.01%	451
2022 Q3	$14K	Hold	216	–	–	﹤0.01%	444
2022 Q2	$16K	Hold	216	–	–	﹤0.01%	431
2022 Q1	$17K	Hold	216	–	–	﹤0.01%	460
2021 Q4	$15K	Hold	216	–	–	﹤0.01%	512
2021 Q3	$16K	Sell	216 -102	-32%	-$7.56K	﹤0.01%	518
2021 Q2	$26K	Buy	318 +1	+0.3%	+$82	﹤0.01%	462
2021 Q1	$26K	Buy	317 +1	+0.3%	+$82	﹤0.01%	449
2020 Q4	$25K	Buy	316 +100	+46%	+$7.91K	﹤0.01%	426
2020 Q3	$16K	Hold	216	–	–	﹤0.01%	440
2020 Q2	$16K	Hold	216	–	–	﹤0.01%	428
2020 Q1	$16K	Hold	216	–	–	﹤0.01%	398
2019 Q4	$19K	Hold	216	–	–	﹤0.01%	411
2019 Q3	$21K	Hold	216	–	–	0.01%	384
2019 Q2	$20K	Hold	216	–	–	0.01%	408
2019 Q1	$21K	Hold	216	–	–	0.01%	364
2018 Q4	$18K	Hold	216	–	–	0.01%	384
2018 Q3	$17K	Hold	216	–	–	0.01%	379
2018 Q2	$17K	Hold	216	–	–	0.01%	373
2018 Q1	$17K	Hold	216	–	–	0.01%	400
2017 Q4	$18K	Hold	216	–	–	0.01%	390
2017 Q3	$18K	Hold	216	–	–	0.01%	348
2017 Q2	$18K	Hold	216	–	–	0.01%	387
2017 Q1	$18K	Hold	216	–	–	0.01%	389
2016 Q4	$17K	Hold	216	–	–	0.01%	405
2016 Q3	$16K	Hold	216	–	–	0.01%	391
2016 Q2	$18K	Hold	216	–	–	0.01%	367
2016 Q1	$16K	Hold	216	–	–	0.01%	326
2015 Q4	$14K	Hold	216	–	–	0.01%	359
2015 Q3	$14K	Hold	216	–	–	0.01%	346
2015 Q2	$12K	Hold	216	–	–	0.01%	380
2015 Q1	$14K	Hold	216	–	–	0.01%	370
2014 Q4	$15K	Hold	216	–	–	0.01%	347
2014 Q3	$12K	Hold	216	–	–	0.01%	393
2014 Q2	$12K	Hold	216	–	–	0.01%	390
2014 Q1	$12K	Hold	216	–	–	0.01%	358
2013 Q4	$11K	Buy	+216	New	+$11K	0.01%	381