SIM
Sonora Investment Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.1M | Sell |
15,225
-40,085
| -72% | -$2.9M | 0.14% | 100 |
|
|
2021
Q2 | $4.53M | Buy |
55,310
+10,144
| +22% | +$832K | 0.59% | 61 |
|
|
2021
Q1 | $3.67M | Buy |
45,166
+525
| +1% | +$42.7K | 0.29% | 111 |
|
|
2020
Q4 | $3.57M | Buy |
44,641
+970
| +2% | +$77.6K | 0.3% | 103 |
|
|
2020
Q3 | $3.26M | Buy |
43,671
+884
| +2% | +$65.9K | 0.3% | 96 |
|
|
2020
Q2 | $3.14M | Buy |
42,787
+5,082
| +13% | +$372K | 0.32% | 89 |
|
|
2020
Q1 | $2.86M | Sell |
37,705
-355
| -0.9% | -$26.9K | 0.34% | 80 |
|
|
2019
Q4 | $3.42M | Buy |
38,060
+1,340
| +4% | +$121K | 0.32% | 97 |
|
|
2019
Q3 | $3.56M | Buy |
+36,720
| New | +$3.56M | 0.37% | 90 |
|
|
2017
Q1 | – | Sell |
-118
| Closed | -$9.2K | – | 945 |
|
|
2016
Q4 | $9.2K | Buy |
+118
| New | +$9.2K | ﹤0.01% | 628 |
|