Pinion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,611
| Closed | -$296K | – | 160 |
|
|
2021
Q2 | $296K | Sell |
3,611
-291
| -7% | -$23.9K | 0.24% | 126 |
|
|
2021
Q1 | $317K | Buy |
3,902
+296
| +8% | +$24K | 0.29% | 115 |
|
|
2020
Q4 | $288K | Buy |
3,606
+855
| +31% | +$68.3K | 0.3% | 111 |
|
|
2020
Q3 | $202K | Hold |
2,751
| – | – | 0.3% | 111 |
|
|
2020
Q2 | $202K | Buy |
+2,751
| New | +$202K | 0.3% | 111 |
|