Glassman Wealth Services’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$2.51K | – | 1394 |
|
|
2023
Q4 | $2.51K | Sell |
35
-21
| -38% | -$1.54K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $4.13K | Hold |
56
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q2 | $4.56K | Buy |
56
+21
| +60% | +$1.68K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $2.77K | Hold |
35
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q4 | $2.66K | Sell |
35
-21
| -38% | -$1.5K | ﹤0.01% | 1190 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $4K | Buy |
56
+40
| +250% | +$2.99K | ﹤0.01% | 1090 |
|
|
2022
Q1 | $1K | Sell |
16
-3
| -16% | -$215 | ﹤0.01% | 1481 |
|
|
2021
Q4 | $1K | Buy |
19
+9
| +90% | +$604 | ﹤0.01% | 1462 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1434 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q1 | $1K | Sell |
10
-9
| -47% | -$696 | ﹤0.01% | 1303 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q3 | $1K | Buy |
19
+9
| +90% | +$689 | ﹤0.01% | 1215 |
|
|
2020
Q2 | $1K | Buy |
10
+6
| +150% | +$453 | ﹤0.01% | 1090 |
|
|
2020
Q1 | $0 | Sell |
4
-7
| -64% | -$635 | ﹤0.01% | 1462 |
|
|
2019
Q4 | $1K | Sell |
11
-6
| -35% | -$541 | ﹤0.01% | 1001 |
|
|
2019
Q3 | $2K | Buy |
17
+6
| +55% | +$565 | ﹤0.01% | 722 |
|
|
2019
Q2 | $1K | Buy |
11
+3
| +38% | +$286 | ﹤0.01% | 909 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 868 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$689 | ﹤0.01% | 675 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 698 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | +$389 | ﹤0.01% | 563 |
|
Other funds holding PNW
AIP
