Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$516 | – | 683 |
|
|
2023
Q3 | $516 | Hold |
7
| – | – | ﹤0.01% | 886 |
|
|
2023
Q2 | $570 | Hold |
7
| – | – | ﹤0.01% | 888 |
|
|
2023
Q1 | $555 | Hold |
7
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $532 | Sell |
7
-5
| -42% | -$380 | ﹤0.01% | 904 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 932 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$10K | – | 1047 |
|
|
2022
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 656 |
|
|
2021
Q3 | $9K | Sell |
130
-147
| -53% | -$10.2K | ﹤0.01% | 634 |
|
|
2021
Q2 | $23K | Buy |
277
+130
| +88% | +$10.8K | ﹤0.01% | 596 |
|
|
2021
Q1 | $12K | Buy |
+147
| New | +$12K | ﹤0.01% | 600 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$1K | – | 573 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 737 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 742 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 736 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 783 |
|