Howe & Rusling’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10
| Closed | -$1K | – | 866 |
|
|
2019
Q3 | $1K | Sell |
10
-17
| -63% | -$1.7K | ﹤0.01% | 784 |
|
|
2019
Q2 | $3K | Sell |
27
-28
| -51% | -$3.11K | ﹤0.01% | 619 |
|
|
2019
Q1 | $5K | Sell |
55
-5
| -8% | -$455 | ﹤0.01% | 543 |
|
|
2018
Q4 | $5K | Sell |
60
-6
| -9% | -$500 | ﹤0.01% | 548 |
|
|
2018
Q3 | $5K | Buy |
66
+4
| +6% | +$303 | ﹤0.01% | 613 |
|
|
2018
Q2 | $5K | Sell |
62
-101
| -62% | -$8.15K | ﹤0.01% | 558 |
|
|
2018
Q1 | $13K | Buy |
163
+97
| +147% | +$7.74K | ﹤0.01% | 456 |
|
|
2017
Q4 | $6K | Buy |
66
+15
| +29% | +$1.36K | ﹤0.01% | 539 |
|
|
2017
Q3 | $4K | Buy |
51
+16
| +46% | +$1.26K | ﹤0.01% | 626 |
|
|
2017
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 733 |
|
|
2014
Q2 | – | Sell |
-647
| Closed | -$35K | – | 908 |
|
|
2014
Q1 | $35K | Hold |
647
| – | – | 0.01% | 377 |
|
|
2013
Q4 | $34K | Sell |
647
-600
| -48% | -$31.5K | 0.01% | 341 |
|
|
2013
Q3 | $68K | Sell |
1,247
-13
| -1% | -$709 | 0.02% | 269 |
|
|
2013
Q2 | $70K | Buy |
+1,260
| New | +$70K | 0.02% | 277 |
|