Mondrian Investment Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-825
| Closed | -$60K | – | 130 |
|
|
2021
Q3 | $60K | Hold |
825
| – | – | ﹤0.01% | 119 |
|
|
2021
Q2 | $68K | Hold |
825
| – | – | ﹤0.01% | 117 |
|
|
2021
Q1 | $70K | Buy |
825
+184
| +29% | +$15.6K | ﹤0.01% | 113 |
|
|
2020
Q4 | $51K | Hold |
641
| – | – | ﹤0.01% | 106 |
|
|
2020
Q3 | $52K | Hold |
641
| – | – | ﹤0.01% | 98 |
|
|
2020
Q2 | $47K | Buy |
+641
| New | +$47K | ﹤0.01% | 98 |
|