Jaffetilchin Investment Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-606
| Closed | -$53.7K | – | 1048 |
|
|
2024
Q3 | $53.7K | Sell |
606
-6,825
| -92% | -$605K | ﹤0.01% | 564 |
|
|
2024
Q2 | $568K | Buy |
+7,431
| New | +$568K | 0.05% | 201 |
|
|
2023
Q3 | – | Sell |
-8,482
| Closed | -$691K | – | 368 |
|
|
2023
Q2 | $691K | Buy |
+8,482
| New | +$691K | 0.07% | 157 |
|
|
2020
Q2 | – | Sell |
-3,956
| Closed | -$300K | – | 230 |
|
|
2020
Q1 | $300K | Buy |
+3,956
| New | +$300K | 0.11% | 118 |
|
|
2019
Q4 | – | Sell |
-4,075
| Closed | -$396K | – | 246 |
|
|
2019
Q3 | $396K | Sell |
4,075
-2,349
| -37% | -$228K | 0.09% | 143 |
|
|
2019
Q2 | $604K | Sell |
6,424
-67
| -1% | -$6.3K | 0.14% | 106 |
|
|
2019
Q1 | $620K | Buy |
6,491
+5
| +0.1% | +$478 | 0.14% | 126 |
|
|
2018
Q4 | $553K | Buy |
+6,486
| New | +$553K | 0.14% | 110 |
|
|
2017
Q2 | – | Sell |
-2,559
| Closed | -$213K | – | 279 |
|
|
2017
Q1 | $213K | Buy |
+2,559
| New | +$213K | 0.05% | 237 |
|