Omnia Family Wealth’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-690
| Closed | -$55K | – | 603 |
|
|
2018
Q1 | $55K | Hold |
690
| – | – | 0.03% | 148 |
|
|
2017
Q4 | $59K | Hold |
690
| – | – | 0.03% | 146 |
|
|
2017
Q3 | $58K | Hold |
690
| – | – | 0.03% | 145 |
|
|
2017
Q2 | $59K | Hold |
690
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $58K | Sell |
690
-363
| -34% | -$30.5K | 0.03% | 148 |
|
|
2016
Q4 | $82K | Buy |
+1,053
| New | +$82K | 0.04% | 137 |
|