Patriot Financial Group Insurance Agency’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,164
| Closed | -$158K | – | 1539 |
|
2022
Q2 | $158K | Sell |
2,164
-341
| -14% | -$24.9K | 0.03% | 433 |
|
2022
Q1 | $196K | Buy |
2,505
+1,288
| +106% | +$101K | 0.03% | 415 |
|
2021
Q4 | $86K | Buy |
+1,217
| New | +$86K | 0.01% | 689 |
|
2019
Q3 | – | Sell |
-41
| Closed | -$4K | – | 1435 |
|
2019
Q2 | $4K | Buy |
41
+16
| +64% | +$1.56K | ﹤0.01% | 998 |
|
2019
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1035 |
|