SteelPeak Wealth’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,373
| Closed | -$893K | – | 553 |
|
|
2025
Q1 | $893K | Buy |
+9,373
| New | +$893K | 0.04% | 259 |
|
|
2024
Q4 | – | Sell |
-11,578
| Closed | -$1.03M | – | 523 |
|
|
2024
Q3 | $1.03M | Buy |
+11,578
| New | +$1.03M | 0.04% | 223 |
|
|
2023
Q3 | – | Sell |
-5,961
| Closed | -$486K | – | 431 |
|
|
2023
Q2 | $486K | Sell |
5,961
-2,224
| -27% | -$181K | 0.03% | 235 |
|
|
2023
Q1 | $649K | Buy |
8,185
+960
| +13% | +$76.1K | 0.04% | 202 |
|
|
2022
Q4 | $549K | Sell |
7,225
-434
| -6% | -$33K | 0.04% | 229 |
|
|
2022
Q3 | $494K | Buy |
7,659
+3,963
| +107% | +$256K | 0.04% | 247 |
|
|
2022
Q2 | $270K | Buy |
+3,696
| New | +$270K | 0.02% | 329 |
|
|
2021
Q2 | – | Sell |
-5,987
| Closed | -$487K | – | 430 |
|
|
2021
Q1 | $487K | Buy |
+5,987
| New | +$487K | 0.04% | 224 |
|