Roffman Miller Associates’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
2020 Q1	–	Sell	-2,300	Closed	-$207K	–	84
2019 Q4	$207K	Hold	2,300	–	–	0.02%	83
2019 Q3	$223K	Hold	2,300	–	–	0.02%	90
2019 Q2	$216K	Sell	2,300 -225	-9%	-$21.4K	0.02%	85
2019 Q1	$240K	Buy	+2,525	New	+$228K	0.03%	78
2017 Q2	–	Sell	-2,595	Closed	-$216K	–	65
2017 Q1	$216K	Sell	2,595 -464	-15%	-$37.1K	0.03%	61
2016 Q4	$239K	Buy	3,059 +214	+8%	+$16K	0.04%	62
2016 Q3	$216K	Hold	2,845	–	–	0.04%	61
2016 Q2	$231K	Sell	2,845 -300	-10%	-$22.4K	0.04%	63
2016 Q1	$236K	Sell	3,145 -88	-3%	-$6.02K	0.04%	65
2015 Q4	$208K	Hold	3,233	–	–	0.04%	64
2015 Q3	$207K	Buy	+3,233	New	+$198K	0.04%	64
2015 Q2	–	Sell	-3,233	Closed	-$206K	–	64
2015 Q1	$206K	Hold	3,233	–	–	0.04%	65
2014 Q4	$221K	Buy	+3,233	New	+$201K	0.04%	65
2013 Q3	–	Sell	-3,658	Closed	-$203K	–	74
2013 Q2	$203K	Buy	+3,658	New	+$212K	0.05%	73