Plante Moran Financial Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1107 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 846 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | – | – | 916 |
|
|
2020
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 843 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | – | – | 817 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 861 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | – | – | 893 |
|
|
2018
Q4 | $0 | Sell |
12
-12
| -50% | – | ﹤0.01% | 945 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 732 |
|
|
2018
Q2 | $1K | Sell |
24
-49
| -67% | -$2.04K | ﹤0.01% | 775 |
|
|
2018
Q1 | $3K | Sell |
73
-18
| -20% | -$740 | ﹤0.01% | 794 |
|
|
2017
Q4 | $4K | Hold |
91
| – | – | ﹤0.01% | 728 |
|
|
2017
Q3 | $4K | Buy |
91
+36
| +65% | +$1.58K | ﹤0.01% | 681 |
|
|
2017
Q2 | $2K | Sell |
55
-28
| -34% | -$1.02K | ﹤0.01% | 754 |
|
|
2017
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 734 |
|
|
2016
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 805 |
|
|
2016
Q3 | $4K | Sell |
83
-280
| -77% | -$13.5K | ﹤0.01% | 746 |
|
|
2016
Q2 | $14K | Buy |
363
+345
| +1,917% | +$13.3K | 0.01% | 481 |
|
|
2016
Q1 | $1K | Sell |
18
-290
| -94% | -$16.1K | ﹤0.01% | 811 |
|
|
2015
Q4 | $10K | Buy |
308
+290
| +1,611% | +$9.42K | 0.01% | 581 |
|
|
2015
Q3 | $1K | Sell |
18
-25
| -58% | -$1.39K | ﹤0.01% | 681 |
|
|
2015
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 683 |
|
|
2015
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 674 |
|
|
2014
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 762 |
|
|
2014
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 749 |
|
|
2014
Q2 | $2K | Buy |
43
+25
| +139% | +$1.16K | ﹤0.01% | 773 |
|
|
2014
Q1 | $1K | Sell |
18
-149
| -89% | -$8.28K | ﹤0.01% | 590 |
|
|
2013
Q4 | $9K | Hold |
167
| – | – | 0.01% | 474 |
|
|
2013
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 446 |
|
|
2013
Q2 | $6K | Buy |
+167
| New | +$6K | ﹤0.01% | 429 |
|