Shelter Harbor 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-100,000
| Closed | -$9.56M | – | 30 |
|
2019
Q1 | $9.56M | Buy |
+100,000
| New | +$9.56M | 4.84% | 9 |
|
2018
Q3 | – | Sell |
-175,000
| Closed | -$14.1M | – | 26 |
|
2018
Q2 | $14.1M | Buy |
175,000
+50,000
| +40% | +$4.03M | 8.83% | 1 |
|
2018
Q1 | $9.98M | Buy |
125,000
+50,000
| +67% | +$3.99M | 5.08% | 9 |
|
2017
Q4 | $6.39M | Buy |
+75,000
| New | +$6.39M | 7.55% | 5 |
|