Heritage Wealth Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$604 | – | 632 |
|
|
2024
Q4 | $604 | Buy |
6
+1
| +20% | +$101 | ﹤0.01% | 590 |
|
|
2024
Q3 | $489 | Buy |
+5
| New | +$489 | ﹤0.01% | 592 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$2K | – | 574 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $2.91K | Hold |
40
| – | – | ﹤0.01% | 493 |
|
|
2021
Q2 | $2.7K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $2.49K | Buy |
+40
| New | +$2.49K | ﹤0.01% | 516 |
|
|
2019
Q2 | – | Sell |
-626
| Closed | -$27.9K | – | 478 |
|
|
2019
Q1 | $27.9K | Hold |
626
| – | – | ﹤0.01% | 274 |
|
|
2018
Q4 | $23K | Buy |
+626
| New | +$23K | ﹤0.01% | 254 |
|