IRON Financial’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,173
| Closed | -$258K | – | 114 |
|
|
2023
Q2 | $258K | Sell |
3,173
-53
| -2% | -$4.32K | 0.14% | 77 |
|
|
2023
Q1 | $256K | Sell |
3,226
-7,046
| -69% | -$558K | 0.14% | 77 |
|
|
2022
Q4 | $781K | Sell |
10,272
-426
| -4% | -$32.4K | 0.45% | 49 |
|
|
2022
Q3 | $690K | Buy |
10,698
+1,623
| +18% | +$105K | 0.38% | 51 |
|
|
2022
Q2 | $664K | Buy |
9,075
+13
| +0.1% | +$951 | 0.35% | 47 |
|
|
2022
Q1 | $708K | Buy |
+9,062
| New | +$708K | 0.33% | 47 |
|