Stoneridge Investment Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,040
| Closed | -$1.84M | – | 128 |
|
|
2021
Q4 | $1.84M | Hold |
26,040
| – | – | 0.85% | 37 |
|
|
2021
Q3 | $1.88M | Buy |
+26,040
| New | +$1.88M | 0.94% | 35 |
|
|
2021
Q2 | – | Sell |
-3,137
| Closed | -$255K | – | 119 |
|
|
2021
Q1 | $255K | Sell |
3,137
-1,888
| -38% | -$153K | 0.13% | 94 |
|
|
2020
Q4 | $402K | Buy |
+5,025
| New | +$402K | 0.23% | 91 |
|