FORA Capital’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,207
| Closed | -$590K | – | 540 |
|
2023
Q4 | $590K | Buy |
+8,207
| New | +$590K | 0.05% | 313 |
|
2021
Q4 | – | Sell |
-5,531
| Closed | -$400K | – | 428 |
|
2021
Q3 | $400K | Buy |
+5,531
| New | +$400K | 0.1% | 237 |
|
2020
Q3 | – | Sell |
-3,750
| Closed | -$275K | – | 906 |
|
2020
Q2 | $275K | Sell |
3,750
-7,564
| -67% | -$555K | 0.09% | 282 |
|
2020
Q1 | $857K | Buy |
11,314
+3,579
| +46% | +$271K | 0.19% | 148 |
|
2019
Q4 | $696K | Buy |
+7,735
| New | +$696K | 0.07% | 317 |
|