Insight Wealth Strategies’s Pinnacle West Capital PNW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,955
Closed -$240K 225
2021
Q1
$240K Buy
2,955
+53
+2% +$4.31K 0.03% 201
2020
Q4
$232K Sell
2,902
-412
-12% -$32.9K 0.04% 200
2020
Q3
$247K Buy
+3,314
New +$247K 0.05% 171