Lighthouse Financial Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.19M | Sell |
51,165
-3,672
| -7% | -$229K | 0.97% | 19 |
|
|
2020
Q4 | $2.91M | Sell |
54,837
-217
| -0.4% | -$11.5K | 0.99% | 27 |
|
|
2020
Q3 | $2.52M | Buy |
55,054
+408
| +0.7% | +$18.7K | 0.96% | 27 |
|
|
2020
Q2 | $2.05M | Buy |
54,646
+2,367
| +5% | +$89K | 0.87% | 35 |
|
|
2020
Q1 | $1.55M | Buy |
52,279
+8,589
| +20% | +$254K | 0.94% | 36 |
|
|
2019
Q4 | $2M | Buy |
+43,690
| New | +$2M | 0.94% | 31 |
|