Heron Financial Group’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $223K | Hold |
2,737
| – | – | 0.12% | 131 |
|
|
2023
Q1 | $217K | Hold |
2,737
| – | – | 0.12% | 132 |
|
|
2022
Q4 | $202K | Buy |
+2,737
| New | +$202K | 0.13% | 126 |
|
|
2022
Q3 | – | Sell |
-2,737
| Closed | -$200K | – | 138 |
|
|
2022
Q2 | $200K | Hold |
2,737
| – | – | 0.12% | 136 |
|
|
2022
Q1 | $214K | Buy |
+2,737
| New | +$214K | 0.11% | 143 |
|
|
2021
Q3 | – | Sell |
-2,642
| Closed | -$217K | – | 146 |
|
|
2021
Q2 | $217K | Hold |
2,642
| – | – | 0.12% | 134 |
|
|
2021
Q1 | $216K | Hold |
2,642
| – | – | 0.13% | 133 |
|
|
2020
Q4 | $206K | Hold |
2,642
| – | – | 0.14% | 134 |
|
|
2020
Q3 | $210K | Buy |
+2,642
| New | +$210K | 0.17% | 116 |
|
|
2020
Q1 | – | Sell |
-2,670
| Closed | -$263K | – | 128 |
|
|
2019
Q4 | $263K | Buy |
+2,670
| New | +$263K | 0.22% | 106 |
|