ProVise Management Group’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	-5,817	Closed	-$425K	–	335
2022 Q2	$425K	Sell	5,817 -8,052	-58%	-$588K	0.05%	224
2022 Q1	$1.08M	Buy	13,869 +9,538	+220%	+$745K	0.1%	167
2021 Q4	$306K	Buy	+4,331	New	+$306K	0.03%	302