J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,539
| Closed | -$280K | – | 1804 |
|
|
2023
Q1 | $280K | Sell |
3,539
-112
| -3% | -$8.88K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $278K | Sell |
3,651
-685
| -16% | -$52.1K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $280K | Sell |
4,336
-57
| -1% | -$3.68K | ﹤0.01% | 1680 |
|
|
2022
Q2 | $321K | Buy |
4,393
+469
| +12% | +$34.3K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $306K | Buy |
3,924
+49
| +1% | +$3.82K | ﹤0.01% | 1739 |
|
|
2021
Q4 | $274K | Buy |
3,875
+228
| +6% | +$16.1K | ﹤0.01% | 1780 |
|
|
2021
Q3 | $264K | Sell |
3,647
-872
| -19% | -$63.1K | ﹤0.01% | 1748 |
|
|
2021
Q2 | $370K | Buy |
+4,519
| New | +$370K | ﹤0.01% | 1603 |
|
|
2018
Q1 | – | Sell |
-3,985
| Closed | -$339K | – | 1351 |
|
|
2017
Q4 | $339K | Sell |
3,985
-766
| -16% | -$65.2K | ﹤0.01% | 1008 |
|
|
2017
Q3 | $402K | Buy |
4,751
+225
| +5% | +$19K | ﹤0.01% | 931 |
|
|
2017
Q2 | $385K | Sell |
4,526
-99,280
| -96% | -$8.45M | ﹤0.01% | 919 |
|
|
2017
Q1 | $8.66M | Buy |
103,806
+100,584
| +3,122% | +$8.39M | 0.07% | 236 |
|
|
2016
Q4 | $252K | Sell |
3,222
-2,269
| -41% | -$177K | ﹤0.01% | 1076 |
|
|
2016
Q3 | $418K | Buy |
5,491
+2,078
| +61% | +$158K | ﹤0.01% | 853 |
|
|
2016
Q2 | $277K | Sell |
3,413
-198,425
| -98% | -$16.1M | ﹤0.01% | 1017 |
|
|
2016
Q1 | $15.2M | Buy |
201,838
+100,686
| +100% | +$7.56M | 0.14% | 137 |
|
|
2015
Q4 | $6.52M | Buy |
101,152
+150
| +0.1% | +$9.67K | 0.07% | 213 |
|
|
2015
Q3 | $6.48M | Sell |
101,002
-78
| -0.1% | -$5K | 0.08% | 202 |
|
|
2015
Q2 | $5.75M | Sell |
101,080
-3
| -0% | -$171 | 0.07% | 232 |
|
|
2015
Q1 | $6.44M | Sell |
101,083
-522
| -0.5% | -$33.3K | 0.07% | 221 |
|
|
2014
Q4 | $6.94M | Hold |
101,605
| – | – | 0.08% | 215 |
|
|
2014
Q3 | $5.55M | Buy |
+101,605
| New | +$5.55M | 0.07% | 237 |
|