Moneta Group Investment Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,270
| Closed | -$222K | – | 329 |
|
|
2018
Q2 | $222K | Sell |
5,270
-492
| -9% | -$20.7K | 0.02% | 237 |
|
|
2018
Q1 | $264K | Buy |
5,762
+1,005
| +21% | +$46K | 0.04% | 166 |
|
|
2017
Q4 | $226K | Sell |
4,757
-119
| -2% | -$5.65K | 0.03% | 177 |
|
|
2017
Q3 | $223K | Sell |
4,876
-28,500
| -85% | -$1.3M | 0.03% | 184 |
|
|
2017
Q2 | $1.49M | Buy |
+33,376
| New | +$1.49M | 0.24% | 66 |
|
|
2016
Q3 | – | Sell |
-19,729
| Closed | -$772K | – | 154 |
|
|
2016
Q2 | $772K | Buy |
+19,729
| New | +$772K | 0.17% | 84 |
|