IWA
IBEX Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-43,558
| Closed | -$3.3M | – | 108 |
|
|
2020
Q1 | $3.3M | Buy |
43,558
+1,958
| +5% | +$148K | 1.29% | 34 |
|
|
2019
Q4 | $3.74M | Buy |
41,600
+524
| +1% | +$47.1K | 1.15% | 30 |
|
|
2019
Q3 | $3.99M | Buy |
41,076
+309
| +0.8% | +$30K | 1.32% | 24 |
|
|
2019
Q2 | $3.84M | Buy |
40,767
+1,277
| +3% | +$120K | 1.11% | 25 |
|
|
2019
Q1 | $3.77M | Buy |
39,490
+1,334
| +3% | +$127K | 1.32% | 25 |
|
|
2018
Q4 | $3.25M | Buy |
+38,156
| New | +$3.25M | 1.48% | 23 |
|