OAM
Optimal Asset Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $339K | Buy |
4,682
+1
| +0% | +$72 | 0.04% | 330 |
|
|
2021
Q2 | $384K | Buy |
4,681
+1
| +0% | +$82 | 0.05% | 330 |
|
|
2021
Q1 | $381K | Sell |
4,680
-8,299
| -64% | -$676K | 0.05% | 319 |
|
|
2020
Q4 | $1.04M | Sell |
12,979
-39
| -0.3% | -$3.12K | 0.15% | 229 |
|
|
2020
Q3 | $971K | Sell |
13,018
-3,179
| -20% | -$237K | 0.14% | 232 |
|
|
2020
Q2 | $1.19M | Sell |
16,197
-26,101
| -62% | -$1.91M | 0.19% | 176 |
|
|
2020
Q1 | $3.21K | Buy |
42,298
+16,445
| +64% | +$1.25K | 0.3% | 108 |
|
|
2019
Q4 | $2.33M | Buy |
+25,853
| New | +$2.33M | 0.35% | 92 |
|