Global Wealth Management Investment Advisory’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$43.6K | – | 357 |
|
|
2023
Q4 | $43.6K | Hold |
600
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $38.9K | Hold |
600
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $38.8K | Buy |
+600
| New | +$38.8K | 0.01% | 210 |
|
|
2020
Q3 | – | Sell |
-102
| Closed | -$4K | – | 581 |
|
|
2020
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 481 |
|
|
2019
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $4K | Sell |
102
-3
| -3% | -$118 | ﹤0.01% | 433 |
|
|
2019
Q2 | $4K | Buy |
105
+3
| +3% | +$114 | ﹤0.01% | 472 |
|
|
2019
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 516 |
|