OneDigital Investment Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-268
| Closed | -$25K | – | 961 |
|
|
2019
Q2 | $25K | Hold |
268
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $26K | Hold |
268
| – | – | ﹤0.01% | 657 |
|
|
2018
Q4 | $23K | Sell |
268
-665
| -71% | -$57.1K | ﹤0.01% | 659 |
|
|
2018
Q3 | $74K | Hold |
933
| – | – | 0.02% | 325 |
|
|
2018
Q2 | $76K | Hold |
933
| – | – | 0.02% | 389 |
|
|
2018
Q1 | $74K | Buy |
933
+268
| +40% | +$21.3K | 0.02% | 417 |
|
|
2017
Q4 | $57K | Buy |
+665
| New | +$57K | 0.01% | 470 |
|
|
2017
Q3 | – | Sell |
-665
| Closed | -$57K | – | 1146 |
|
|
2017
Q2 | $57K | Buy |
+665
| New | +$57K | 0.02% | 435 |
|