Morningstar Investment 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
Q4 | – | Sell |
-7,975
| Closed | -$530K | – | 225 |
|
|
2022
Q3 | $530K | Sell |
7,975
-1,015
| -11% | -$67.5K | 0.01% | 171 |
|
|
2022
Q2 | $653K | Sell |
8,990
-309,045
| -97% | -$22.4M | 0.01% | 171 |
|
|
2022
Q1 | $24.7M | Buy |
318,035
+16,071
| +5% | +$1.25M | 0.27% | 88 |
|
|
2021
Q4 | $21.3M | Buy |
301,964
+256,609
| +566% | +$18.1M | 0.24% | 97 |
|
|
2021
Q3 | $3.28M | Buy |
+45,355
| New | +$3.28M | 0.04% | 145 |
|