Genovese Burford & Brothers Wealth & Retirement Plan Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-56
| Closed | -$2K | – | 291 |
|
|
2018
Q2 | $2K | Sell |
56
-27
| -33% | -$964 | ﹤0.01% | 408 |
|
|
2018
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $5K | Hold |
83
| – | – | 0.01% | 208 |
|
|
2017
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 362 |
|
|
2017
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 343 |
|
|
2017
Q1 | $4K | Sell |
83
-29
| -26% | -$1.4K | ﹤0.01% | 365 |
|
|
2016
Q4 | $5K | Buy |
112
+84
| +300% | +$3.75K | ﹤0.01% | 388 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 418 |
|
|
2016
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 400 |
|