Loring Wolcott & Coolidge Fiduciary Advisors’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	-567	Closed	-$46.2K	–	644
2023 Q2	$46.2K	Hold	567	–	–	﹤0.01%	434
2023 Q1	$44.9K	Hold	567	–	–	﹤0.01%	423
2022 Q4	$43.1K	Hold	567	–	–	﹤0.01%	418
2022 Q3	$37K	Hold	567	–	–	﹤0.01%	447
2022 Q2	$41K	Hold	567	–	–	﹤0.01%	453
2022 Q1	$44K	Hold	567	–	–	﹤0.01%	455
2021 Q4	$40K	Hold	567	–	–	﹤0.01%	482
2021 Q3	$41K	Hold	567	–	–	﹤0.01%	478
2021 Q2	$46K	Buy	+567	New	+$46K	﹤0.01%	478
2021 Q1	–	Sell	-567	Closed	-$45K	–	596
2020 Q4	$45K	Hold	567	–	–	﹤0.01%	438
2020 Q3	$42K	Hold	567	–	–	﹤0.01%	415
2020 Q2	$42K	Hold	567	–	–	﹤0.01%	393
2020 Q1	$43K	Hold	567	–	–	﹤0.01%	396
2019 Q4	$51K	Buy	+567	New	+$51K	﹤0.01%	419
2019 Q3	–	Sell	-43	Closed	-$4K	–	722
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	629
2019 Q1	$4K	Buy	+43	New	+$4K	﹤0.01%	608
2018 Q1	–	Sell	-19	Closed	-$2K	–	782
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	659
2017 Q3	$2K	Buy	+19	New	+$2K	﹤0.01%	660