Inspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,041
| Closed | -$290K | – | 548 |
|
|
2025
Q1 | $290K | Buy |
+3,041
| New | +$290K | 0.03% | 356 |
|
|
2023
Q2 | – | Sell |
-10,149
| Closed | -$804K | – | 263 |
|
|
2023
Q1 | $804K | Buy |
10,149
+1,298
| +15% | +$103K | 0.18% | 40 |
|
|
2022
Q4 | $673K | Buy |
8,851
+2,978
| +51% | +$226K | 0.17% | 32 |
|
|
2022
Q3 | $379K | Buy |
5,873
+2,687
| +84% | +$173K | 0.1% | 36 |
|
|
2022
Q2 | $233K | Sell |
3,186
-20
| -0.6% | -$1.46K | 0.07% | 68 |
|
|
2022
Q1 | $250K | Buy |
+3,206
| New | +$250K | 0.07% | 71 |
|
|
2021
Q1 | – | Sell |
-411
| Closed | -$33K | – | 558 |
|
|
2020
Q4 | $33K | Buy |
+411
| New | +$33K | 0.01% | 278 |
|