Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Sell |
15
-106
| -88% | -$7.07K | ﹤0.01% | 2785 |
|
|
2021
Q3 | $9K | Sell |
121
-116
| -49% | -$8.63K | ﹤0.01% | 2072 |
|
|
2021
Q2 | $19K | Hold |
237
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q1 | $19K | Hold |
237
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q4 | $19K | Hold |
237
| – | – | ﹤0.01% | 1562 |
|
|
2020
Q3 | $18K | Buy |
+237
| New | +$18K | ﹤0.01% | 1455 |
|
|
2020
Q2 | – | Sell |
-237
| Closed | -$18K | – | 1566 |
|
|
2020
Q1 | $18K | Buy |
237
+7
| +3% | +$532 | ﹤0.01% | 1313 |
|
|
2019
Q4 | $21K | Buy |
230
+135
| +142% | +$12.3K | ﹤0.01% | 1512 |
|
|
2019
Q3 | $9K | Hold |
95
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q2 | $9K | Buy |
+95
| New | +$9K | ﹤0.01% | 1725 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$9K | – | 2005 |
|
|
2018
Q4 | $9K | Sell |
100
-650
| -87% | -$58.5K | ﹤0.01% | 1383 |
|
|
2018
Q3 | $59K | Buy |
+750
| New | +$59K | 0.03% | 503 |
|
|
2017
Q4 | – | Sell |
-850
| Closed | -$74K | – | 1095 |
|
|
2017
Q3 | $74K | Hold |
850
| – | – | 0.02% | 584 |
|
|
2017
Q2 | $72K | Hold |
850
| – | – | 0.02% | 650 |
|
|
2017
Q1 | $72K | Buy |
850
+750
| +750% | +$63.5K | 0.02% | 597 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1755 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1767 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1280 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1289 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1339 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1376 |
|
|
2015
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1487 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1434 |
|
|
2014
Q4 | $7K | Sell |
100
-300
| -75% | -$21K | ﹤0.01% | 1396 |
|
|
2014
Q3 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 1357 |
|