PrairieView Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,819
| Closed | -$148K | – | 456 |
|
|
2023
Q2 | $148K | Buy |
1,819
+2
| +0.1% | +$163 | 0.02% | 133 |
|
|
2023
Q1 | $144K | Buy |
1,817
+1
| +0.1% | +$79 | 0.02% | 125 |
|
|
2022
Q4 | $138K | Buy |
1,816
+1
| +0.1% | +$76 | 0.02% | 130 |
|
|
2022
Q3 | $117K | Buy |
1,815
+1
| +0.1% | +$64 | 0.02% | 124 |
|
|
2022
Q2 | $133K | Buy |
1,814
+1
| +0.1% | +$73 | 0.02% | 120 |
|
|
2022
Q1 | $142K | Buy |
1,813
+2
| +0.1% | +$157 | 0.02% | 126 |
|
|
2021
Q4 | $128K | Buy |
1,811
+111
| +7% | +$7.85K | 0.02% | 128 |
|
|
2021
Q3 | $123K | Buy |
1,700
+200
| +13% | +$14.5K | 0.02% | 121 |
|
|
2021
Q2 | $123K | Hold |
1,500
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $122K | Hold |
1,500
| – | – | 0.02% | 119 |
|
|
2020
Q4 | $120K | Hold |
1,500
| – | – | 0.02% | 109 |
|
|
2020
Q3 | $112K | Buy |
1,500
+800
| +114% | +$59.7K | 0.02% | 103 |
|
|
2020
Q2 | $51K | Buy |
700
+200
| +40% | +$14.6K | 0.01% | 137 |
|
|
2020
Q1 | $38K | Buy |
+500
| New | +$38K | 0.01% | 146 |
|