Simplicity Solutions’s Pinnacle West Capital PNW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$834K Sell
11,603
-1,850
-14% -$133K 0.02% 496
2023
Q3
$991K Sell
13,453
-3,589
-21% -$264K 0.03% 414
2023
Q2
$1.39M Buy
17,042
+625
+4% +$50.9K 0.04% 386
2023
Q1
$1.3M Buy
16,417
+10,813
+193% +$857K 0.03% 412
2022
Q4
$426K Sell
5,604
-1,681
-23% -$128K 0.06% 383
2022
Q3
$470K Buy
7,285
+220
+3% +$14.2K 0.07% 330
2022
Q2
$517K Buy
7,065
+311
+5% +$22.8K 0.07% 297
2022
Q1
$527K Buy
+6,754
New +$527K 0.06% 298
2021
Q4
Sell
-6,323
Closed -$458K 574
2021
Q3
$458K Buy
6,323
+520
+9% +$37.7K 0.07% 302
2021
Q2
$476K Buy
5,803
+120
+2% +$9.84K 0.09% 236
2021
Q1
$462K Sell
5,683
-10,458
-65% -$850K 0.1% 219
2020
Q4
$1.29M Sell
16,141
-296
-2% -$23.7K 0.02% 482
2020
Q3
$1.23M Sell
16,437
-391
-2% -$29.2K 0.02% 436
2020
Q2
$1.23M Buy
16,828
+10,413
+162% +$763K 0.02% 413
2020
Q1
$486K Buy
+6,415
New +$486K 0.02% 492