Sargent Bickham Lagudis’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
Q4 | $24K | Hold |
316
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $20K | Hold |
316
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $23K | Hold |
316
| – | – | ﹤0.01% | 568 |
|
|
2022
Q1 | $25K | Hold |
316
| – | – | ﹤0.01% | 571 |
|
|
2021
Q4 | $22K | Hold |
316
| – | – | ﹤0.01% | 585 |
|
|
2021
Q3 | $23K | Sell |
316
-159
| -33% | -$11.6K | ﹤0.01% | 583 |
|
|
2021
Q2 | $39K | Hold |
475
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $39K | Hold |
475
| – | – | ﹤0.01% | 479 |
|
|
2020
Q4 | $38K | Hold |
475
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $35K | Sell |
475
-1,358
| -74% | -$100K | ﹤0.01% | 435 |
|
|
2020
Q2 | $134K | Hold |
1,833
| – | – | 0.01% | 241 |
|
|
2020
Q1 | $139K | Buy |
1,833
+1,358
| +286% | +$103K | 0.02% | 222 |
|
|
2019
Q4 | $43K | Hold |
475
| – | – | ﹤0.01% | 406 |
|
|
2019
Q3 | $46K | Hold |
475
| – | – | 0.01% | 364 |
|
|
2019
Q2 | $45K | Hold |
475
| – | – | 0.01% | 382 |
|
|
2019
Q1 | $45K | Sell |
475
-95
| -17% | -$9K | 0.01% | 407 |
|
|
2018
Q4 | $49K | Hold |
570
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $45K | Hold |
570
| – | – | 0.01% | 384 |
|
|
2018
Q2 | $46K | Sell |
570
-189
| -25% | -$15.3K | 0.01% | 367 |
|
|
2018
Q1 | $61K | Hold |
759
| – | – | 0.01% | 328 |
|
|
2017
Q4 | $65K | Sell |
759
-126
| -14% | -$10.8K | 0.01% | 335 |
|
|
2017
Q3 | $75K | Sell |
885
-78
| -8% | -$6.61K | 0.01% | 309 |
|
|
2017
Q2 | $82K | Hold |
963
| – | – | 0.01% | 290 |
|
|
2017
Q1 | $80K | Sell |
963
-277
| -22% | -$23K | 0.01% | 297 |
|
|
2016
Q4 | $97K | Sell |
1,240
-263
| -17% | -$20.6K | 0.02% | 264 |
|
|
2016
Q3 | $114 | Buy |
1,503
+100
| +7% | +$8 | 0.02% | 255 |
|
|
2016
Q2 | $114K | Sell |
1,403
-402
| -22% | -$32.7K | 0.02% | 256 |
|
|
2016
Q1 | $136K | Buy |
+1,805
| New | +$136K | 0.02% | 245 |
|