Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-291
| Closed | -$23K | – | 445 |
|
|
2022
Q1 | $23K | Buy |
291
+48
| +20% | +$3.79K | 0.01% | 327 |
|
|
2021
Q4 | $17K | Buy |
243
+26
| +12% | +$1.82K | 0.01% | 304 |
|
|
2021
Q3 | $16K | Buy |
217
+123
| +131% | +$9.07K | 0.01% | 274 |
|
|
2021
Q2 | $8K | Buy |
94
+46
| +96% | +$3.92K | ﹤0.01% | 300 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 312 |
|
|
2020
Q4 | $4K | Sell |
48
-20
| -29% | -$1.67K | ﹤0.01% | 281 |
|
|
2020
Q3 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 238 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$2K | – | 339 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 224 |
|
|
2019
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 310 |
|