Plante Moran Financial Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11
| Closed | -$1K | – | 963 |
|
|
2021
Q4 | $1K | Buy |
11
+4
| +57% | +$269 | ﹤0.01% | 970 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 914 |
|
|
2021
Q1 | $1K | Sell |
7
-30
| -81% | -$2.32K | ﹤0.01% | 971 |
|
|
2020
Q4 | $3K | Buy |
37
+3
| +9% | +$247 | ﹤0.01% | 751 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 749 |
|
|
2020
Q2 | $2K | Sell |
34
-250
| -88% | -$18.9K | ﹤0.01% | 682 |
|
|
2020
Q1 | $22K | Hold |
284
| – | – | 0.01% | 372 |
|
|
2019
Q4 | $26K | Hold |
284
| – | – | 0.01% | 418 |
|
|
2019
Q3 | $28K | Hold |
284
| – | – | 0.01% | 430 |
|
|
2019
Q2 | $27K | Hold |
284
| – | – | 0.01% | 439 |
|
|
2019
Q1 | $27K | Hold |
284
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $24K | Hold |
284
| – | – | 0.01% | 409 |
|
|
2018
Q3 | $22K | Buy |
284
+34
| +14% | +$2.73K | 0.01% | 426 |
|
|
2018
Q2 | $20K | Sell |
250
-62
| -20% | -$4.85K | 0.01% | 472 |
|
|
2018
Q1 | $25K | Hold |
312
| – | – | 0.01% | 466 |
|
|
2017
Q4 | $27K | Hold |
312
| – | – | 0.02% | 456 |
|
|
2017
Q3 | $26K | Hold |
312
| – | – | 0.02% | 429 |
|
|
2017
Q2 | $27K | Hold |
312
| – | – | 0.02% | 430 |
|
|
2017
Q1 | $26K | Sell |
312
-161
| -34% | -$12.9K | 0.02% | 434 |
|
|
2016
Q4 | $37K | Buy |
473
+161
| +52% | +$12.1K | 0.02% | 380 |
|
|
2016
Q3 | $24K | Hold |
312
| – | – | 0.02% | 459 |
|
|
2016
Q2 | $25K | Buy |
312
+250
| +403% | +$18.6K | 0.02% | 399 |
|
|
2016
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 588 |
|
|
2015
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 776 |
|
|
2015
Q3 | $4K | Buy |
62
+15
| +32% | +$917 | ﹤0.01% | 620 |
|
|
2015
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 666 |
|
|
2015
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 654 |
|
|
2014
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 727 |
|
|
2014
Q3 | $3K | Sell |
47
-10
| -18% | -$557 | ﹤0.01% | 722 |
|
|
2014
Q2 | $3K | Buy |
+57
| New | +$3.15K | ﹤0.01% | 730 |
|
|
2013
Q4 | – | Sell |
-500
| Closed | -$27K | – | 707 |
|
|
2013
Q3 | $27K | Hold |
500
| – | – | 0.02% | 255 |
|
|
2013
Q2 | $28K | Buy |
+500
| New | +$29K | 0.02% | 217 |
|
Other funds holding PNW
