Laird Norton Wetherby Wealth Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,868
| Closed | -$234K | – | 938 |
|
|
2023
Q2 | $234K | Buy |
+2,868
| New | +$234K | 0.01% | 789 |
|
|
2022
Q3 | – | Sell |
-2,851
| Closed | -$208K | – | 917 |
|
|
2022
Q2 | $208K | Buy |
2,851
+39
| +1% | +$2.85K | 0.01% | 803 |
|
|
2022
Q1 | $220K | Buy |
+2,812
| New | +$220K | 0.01% | 823 |
|
|
2021
Q3 | – | Sell |
-2,570
| Closed | -$211K | – | 921 |
|
|
2021
Q2 | $211K | Sell |
2,570
-14
| -0.5% | -$1.15K | 0.01% | 838 |
|
|
2021
Q1 | $210K | Sell |
2,584
-27
| -1% | -$2.19K | 0.02% | 729 |
|
|
2020
Q4 | $209K | Sell |
2,611
-186
| -7% | -$14.9K | 0.01% | 796 |
|
|
2020
Q3 | $209K | Buy |
+2,797
| New | +$209K | 0.02% | 635 |
|
|
2020
Q2 | – | Sell |
-2,961
| Closed | -$224K | – | 744 |
|
|
2020
Q1 | $224K | Buy |
2,961
+118
| +4% | +$8.93K | 0.03% | 540 |
|
|
2019
Q4 | $256K | Sell |
2,843
-285
| -9% | -$25.7K | 0.03% | 584 |
|
|
2019
Q3 | $304K | Sell |
3,128
-76
| -2% | -$7.39K | 0.03% | 542 |
|
|
2019
Q2 | $301K | Buy |
3,204
+59
| +2% | +$5.54K | 0.03% | 531 |
|
|
2019
Q1 | $301K | Buy |
3,145
+97
| +3% | +$9.28K | 0.04% | 514 |
|
|
2018
Q4 | $260K | Hold |
3,048
| – | – | 0.04% | 506 |
|
|
2018
Q3 | $241K | Sell |
3,048
-4
| -0.1% | -$316 | 0.03% | 566 |
|
|
2018
Q2 | $246K | Sell |
3,052
-144
| -5% | -$11.6K | 0.03% | 528 |
|
|
2018
Q1 | $255K | Buy |
3,196
+208
| +7% | +$16.6K | 0.04% | 524 |
|
|
2017
Q4 | $255K | Buy |
2,988
+49
| +2% | +$4.18K | 0.04% | 509 |
|
|
2017
Q3 | $249K | Hold |
2,939
| – | – | 0.04% | 503 |
|
|
2017
Q2 | $250K | Hold |
2,939
| – | – | 0.04% | 480 |
|
|
2017
Q1 | $245K | Hold |
2,939
| – | – | 0.04% | 474 |
|
|
2016
Q4 | $229K | Buy |
+2,939
| New | +$229K | 0.04% | 468 |
|