Sit Investment Associates’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 |
-1,875
| Closed | -$150K | – | 538 |
|
|
2020
Q4 | $150K | Sell |
1,875
-925
| -33% | -$74K | ﹤0.01% | 476 |
|
|
2020
Q3 | $209K | Hold |
2,800
| – | – | 0.01% | 435 |
|
|
2020
Q2 | $205K | Buy |
+2,800
| New | +$205K | 0.01% | 431 |
|
|
2018
Q3 | – | Sell |
-2,975
| Closed | -$240K | – | 560 |
|
|
2018
Q2 | $240K | Buy |
2,975
+300
| +11% | +$24.2K | 0.01% | 469 |
|
|
2018
Q1 | $213K | Buy |
2,675
+1,520
| +132% | +$121K | 0.01% | 477 |
|
|
2017
Q4 | $98K | Buy |
1,155
+655
| +131% | +$55.6K | ﹤0.01% | 501 |
|
|
2017
Q3 | $42K | Buy |
+500
| New | +$42K | ﹤0.01% | 507 |
|