Richard Bernstein 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
Q1 | – | Sell |
-32,287
| Closed | -$2.58M | – | 321 |
|
|
2020
Q4 | $2.58M | Hold |
32,287
| – | – | 0.06% | 170 |
|
|
2020
Q3 | $2.41M | Hold |
32,287
| – | – | 0.07% | 149 |
|
|
2020
Q2 | $2.37M | Hold |
32,287
| – | – | 0.07% | 147 |
|
|
2020
Q1 | $2.45M | Sell |
32,287
-8,110
| -20% | -$615K | 0.09% | 126 |
|
|
2019
Q4 | $3.63M | Hold |
40,397
| – | – | 0.12% | 130 |
|
|
2019
Q3 | $3.92M | Hold |
40,397
| – | – | 0.13% | 119 |
|
|
2019
Q2 | $3.8M | Buy |
+40,397
| New | +$3.8M | 0.13% | 125 |
|