Laffer Tengler Investments’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 |
-7
| Closed | -$570 | – | 382 |
|
|
2023
Q2 | $570 | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $554 | Hold |
7
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $532 | Buy |
+7
| New | +$532 | ﹤0.01% | 415 |
|
|
2022
Q2 | – | Sell |
-754
| Closed | -$58.9K | – | 421 |
|
|
2022
Q1 | $58.9K | Buy |
754
+7
| +0.9% | +$547 | 0.02% | 289 |
|
|
2021
Q4 | $52.7K | Hold |
747
| – | – | 0.02% | 289 |
|
|
2021
Q3 | $54.1K | Buy |
747
+9
| +1% | +$651 | 0.02% | 342 |
|
|
2021
Q2 | $60.5K | Sell |
738
-1,885
| -72% | -$155K | 0.02% | 239 |
|
|
2021
Q1 | $213K | Sell |
2,623
-1,419
| -35% | -$115K | 0.08% | 150 |
|
|
2020
Q4 | $320K | Sell |
4,042
-453
| -10% | -$35.8K | 0.13% | 113 |
|
|
2020
Q3 | $335K | Sell |
4,495
-2,569
| -36% | -$192K | 0.17% | 103 |
|
|
2020
Q2 | $518K | Buy |
+7,064
| New | +$518K | 0.3% | 83 |
|
|
2016
Q4 | – | Sell |
-13,141
| Closed | -$999K | – | 272 |
|
|
2016
Q3 | $999K | Hold |
13,141
| – | – | 0.28% | 153 |
|
|
2016
Q2 | $1.07M | Buy |
+13,141
| New | +$1.07M | 0.3% | 141 |
|