Laurel Wealth Advisors (California)’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$356K	Sell	4,685 -535	-10%	-$38.2K	0.04%	449
2022 Q3	$337K	Hold	5,220	–	–	0.04%	450
2022 Q2	$382K	Hold	5,220	–	–	0.04%	429
2022 Q1	$408K	Sell	5,220 -171	-3%	-$12.2K	0.03%	481
2021 Q4	$381K	Sell	5,391 -1,030	-16%	-$69.2K	0.03%	548
2021 Q3	$465K	Buy	6,421 +575	+10%	+$45.6K	0.09%	248
2021 Q2	$479K	Buy	5,846 +904	+18%	+$76.4K	0.06%	281
2021 Q1	$402K	Hold	4,942	–	–	0.06%	294
2020 Q4	$395K	Hold	4,942	–	–	0.06%	288
2020 Q3	$368K	Hold	4,942	–	–	0.06%	270
2020 Q2	$362K	Sell	4,942 -70	-1%	-$5.29K	0.07%	264
2020 Q1	$380K	Sell	5,012 -26	-0.5%	-$2.36K	0.09%	236
2019 Q4	$453K	Sell	5,038 -1,503	-23%	-$136K	0.08%	274
2019 Q3	$635K	Buy	6,541 +1,514	+30%	+$143K	0.11%	209
2019 Q2	$473K	Buy	5,027 +3	+0.1%	+$286	0.1%	214
2019 Q1	$480K	Hold	5,024	–	–	0.12%	199
2018 Q4	$428K	Sell	5,024 -107	-2%	-$9.22K	0.13%	188
2018 Q3	$406K	Hold	5,131	–	–	0.1%	223
2018 Q2	$413K	Sell	5,131 -350	-6%	-$27.4K	0.11%	203
2018 Q1	$437K	Hold	5,481	–	–	0.14%	183
2017 Q4	$466K	Sell	5,481 -180	-3%	-$15.9K	0.13%	177
2017 Q3	$478K	Hold	5,661	–	–	0.16%	152
2017 Q2	$482K	Hold	5,661	–	–	0.17%	154
2017 Q1	$472K	Hold	5,661	–	–	0.18%	142
2016 Q4	$441K	Hold	5,661	–	–	0.2%	133
2016 Q3	$430K	Hold	5,661	–	–	0.2%	129
2016 Q2	$459K	Hold	5,661	–	–	0.22%	115
2016 Q1	$425K	Hold	5,661	–	–	0.21%	123
2015 Q4	$365K	Buy	+5,661	New	+$360K	0.19%	147