Measured Wealth Private Client Group’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
-7,245
Closed -$590K 182
2023
Q2
$590K Buy
7,245
+347
+5% +$28.3K 0.22% 70
2023
Q1
$547K Buy
6,898
+2,669
+63% +$211K 0.21% 72
2022
Q4
$322K Buy
+4,229
New +$322K 0.13% 109