Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
|