Reilly Financial 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
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $14K | Sell |
200
-6
| -3% | -$420 | ﹤0.01% | 597 |
|
|
2021
Q2 | $17K | Hold |
206
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $17K | Hold |
206
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $16K | Buy |
206
+6
| +3% | +$466 | ﹤0.01% | 536 |
|
|
2020
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2020
Q2 | $15K | Sell |
200
-200
| -50% | -$15K | ﹤0.01% | 503 |
|
|
2020
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 376 |
|
|
2019
Q4 | $36K | Buy |
400
+200
| +100% | +$18K | ﹤0.01% | 392 |
|
|
2019
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2019
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $16K | Sell |
200
-705
| -78% | -$56.4K | ﹤0.01% | 568 |
|
|
2018
Q1 | $72K | Sell |
905
-100
| -10% | -$7.96K | 0.01% | 260 |
|
|
2017
Q4 | $86K | Sell |
1,005
-1,000
| -50% | -$85.6K | 0.01% | 252 |
|
|
2017
Q3 | $170K | Hold |
2,005
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $171K | Sell |
2,005
-508
| -20% | -$43.3K | 0.03% | 164 |
|
|
2017
Q1 | $210K | Buy |
2,513
+58
| +2% | +$4.85K | 0.03% | 151 |
|
|
2016
Q4 | $192K | Hold |
2,455
| – | – | 0.03% | 149 |
|
|
2016
Q3 | $187K | Sell |
2,455
-800
| -25% | -$60.9K | 0.03% | 146 |
|
|
2016
Q2 | $264K | Sell |
3,255
-39
| -1% | -$3.16K | 0.05% | 123 |
|
|
2016
Q1 | $247K | Buy |
3,294
+845
| +35% | +$63.4K | 0.04% | 125 |
|
|
2015
Q4 | $158K | Buy |
2,449
+152
| +7% | +$9.81K | 0.03% | 160 |
|
|
2015
Q3 | $147K | Buy |
2,297
+747
| +48% | +$47.8K | 0.03% | 206 |
|
|
2015
Q2 | $88K | Sell |
1,550
-400
| -21% | -$22.7K | 0.02% | 308 |
|
|
2015
Q1 | $124K | Sell |
1,950
-900
| -32% | -$57.2K | 0.02% | 236 |
|
|
2014
Q4 | $195K | Sell |
2,850
-150
| -5% | -$10.3K | 0.05% | 136 |
|
|
2014
Q3 | $164K | Hold |
3,000
| – | – | 0.04% | 140 |
|
|
2014
Q2 | $173K | Sell |
3,000
-400
| -12% | -$23.1K | 0.04% | 129 |
|
|
2014
Q1 | $186K | Hold |
3,400
| – | – | 0.04% | 120 |
|
|
2013
Q4 | $180K | Buy |
3,400
+3,000
| +750% | +$159K | 0.04% | 114 |
|
|
2013
Q3 | $22K | Hold |
400
| – | – | 0.01% | 333 |
|
|
2013
Q2 | $22K | Buy |
+400
| New | +$22K | 0.01% | 337 |
|