Integrated Wealth Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,350
| Closed | -$179K | – | 809 |
|
|
2016
Q3 | $179K | Hold |
2,350
| – | – | 0.06% | 240 |
|
|
2016
Q2 | $190K | Hold |
2,350
| – | – | 0.07% | 222 |
|
|
2016
Q1 | $176K | Buy |
2,350
+1,000
| +74% | +$74.9K | 0.07% | 204 |
|
|
2015
Q4 | $87K | Hold |
1,350
| – | – | 0.04% | 299 |
|
|
2015
Q3 | $87K | Hold |
1,350
| – | – | 0.04% | 289 |
|
|
2015
Q2 | $77K | Hold |
1,350
| – | – | 0.03% | 315 |
|
|
2015
Q1 | $86K | Buy |
+1,350
| New | +$86K | 0.04% | 295 |
|