Gradient Investments’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 |
-302
| Closed | -$21.7K | – | 1678 |
|
|
2023
Q4 | $21.7K | Buy |
+302
| New | +$21.7K | ﹤0.01% | 693 |
|
|
2020
Q1 | – | Sell |
-110
| Closed | -$10K | – | 1207 |
|
|
2019
Q4 | $10K | Hold |
110
| – | – | ﹤0.01% | 703 |
|
|
2019
Q3 | $11K | Buy |
110
+10
| +10% | +$1K | ﹤0.01% | 646 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $9K | Sell |
100
-437
| -81% | -$39.3K | ﹤0.01% | 608 |
|
|
2018
Q3 | $43K | Sell |
537
-379
| -41% | -$30.3K | ﹤0.01% | 382 |
|
|
2018
Q2 | $74K | Buy |
916
+100
| +12% | +$8.08K | ﹤0.01% | 298 |
|
|
2018
Q1 | $65K | Sell |
816
-8
| -1% | -$637 | ﹤0.01% | 311 |
|
|
2017
Q4 | $70K | Buy |
+824
| New | +$70K | ﹤0.01% | 312 |
|
|
2017
Q3 | – | Sell |
-816
| Closed | -$69K | – | 587 |
|
|
2017
Q2 | $69K | Buy |
816
+379
| +87% | +$32K | ﹤0.01% | 285 |
|
|
2017
Q1 | $36K | Hold |
437
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $34K | Hold |
437
| – | – | ﹤0.01% | 300 |
|
|
2016
Q3 | $33K | Buy |
437
+3
| +0.7% | +$227 | ﹤0.01% | 302 |
|
|
2016
Q2 | $35K | Hold |
434
| – | – | ﹤0.01% | 289 |
|
|
2016
Q1 | $33K | Buy |
+434
| New | +$33K | ﹤0.01% | 283 |
|