Hudson Valley Investment Advisors’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
Q1 | – | Sell |
-6,093
| Closed | -$463K | – | 220 |
|
|
2022
Q4 | $463K | Hold |
6,093
| – | – | 0.07% | 145 |
|
|
2022
Q3 | $393K | Sell |
6,093
-324
| -5% | -$20.9K | 0.06% | 160 |
|
|
2022
Q2 | $469K | Buy |
6,417
+485
| +8% | +$35.4K | 0.07% | 147 |
|
|
2022
Q1 | $463K | Sell |
5,932
-1,200
| -17% | -$93.7K | 0.06% | 150 |
|
|
2021
Q4 | $503K | Buy |
7,132
+1,697
| +31% | +$120K | 0.08% | 131 |
|
|
2021
Q3 | $393K | Buy |
+5,435
| New | +$393K | 0.07% | 136 |
|