Kestra Advisory Services’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
Q1 | – | Sell |
-4,231
| Closed | -$322K | – | 2257 |
|
|
2022
Q4 | $322K | Buy |
4,231
+422
| +11% | +$32.1K | ﹤0.01% | 1690 |
|
|
2022
Q3 | $246K | Sell |
3,809
-545
| -13% | -$35.2K | ﹤0.01% | 1723 |
|
|
2022
Q2 | $318K | Buy |
4,354
+637
| +17% | +$46.5K | ﹤0.01% | 1583 |
|
|
2022
Q1 | $290K | Buy |
3,717
+81
| +2% | +$6.32K | ﹤0.01% | 1616 |
|
|
2021
Q4 | $257K | Sell |
3,636
-96
| -3% | -$6.79K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $270K | Sell |
3,732
-840
| -18% | -$60.8K | ﹤0.01% | 1759 |
|
|
2021
Q2 | $375K | Sell |
4,572
-1,014
| -18% | -$83.2K | ﹤0.01% | 1434 |
|
|
2021
Q1 | $454K | Buy |
5,586
+2,017
| +57% | +$164K | 0.01% | 1244 |
|
|
2020
Q4 | $282K | Buy |
3,569
+3,519
| +7,038% | +$278K | ﹤0.01% | 1506 |
|
|
2020
Q3 | $220K | Buy |
+50
| New | +$220K | ﹤0.01% | 1254 |
|