Icon Wealth Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,240
| Closed | -$100K | – | 610 |
|
|
2019
Q1 | $100K | Buy |
+2,240
| New | +$100K | 0.04% | 225 |
|
|
2018
Q3 | – | Sell |
-1,975
| Closed | -$83K | – | 608 |
|
|
2018
Q2 | $83K | Sell |
1,975
-860
| -30% | -$36.1K | 0.03% | 279 |
|
|
2018
Q1 | $130K | Buy |
2,835
+13
| +0.5% | +$596 | 0.07% | 219 |
|
|
2017
Q4 | $134K | Buy |
+2,822
| New | +$134K | 0.07% | 226 |
|