Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$15K | – | 897 |
|
|
2020
Q2 | $15K | Hold |
200
| – | – | 0.01% | 646 |
|
|
2020
Q1 | $15K | Hold |
200
| – | – | 0.01% | 631 |
|
|
2019
Q4 | $18K | Hold |
200
| – | – | 0.01% | 691 |
|
|
2019
Q3 | $19K | Hold |
200
| – | – | 0.01% | 689 |
|
|
2019
Q2 | $19K | Hold |
200
| – | – | 0.01% | 690 |
|
|
2019
Q1 | $19K | Hold |
200
| – | – | 0.01% | 701 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | 0.01% | 678 |
|
|
2018
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2018
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 778 |
|
|
2018
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 746 |
|
|
2015
Q1 | $15K | Buy |
235
+35
| +18% | +$2.23K | ﹤0.01% | 748 |
|
|
2014
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 796 |
|
|
2014
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 750 |
|
|
2014
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 752 |
|
|
2014
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2013
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 602 |
|
|
2013
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 576 |
|