Sugarloaf Wealth Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$77 | – | 704 |
|
|
2024
Q2 | $77 | Hold |
1
| – | – | ﹤0.01% | 656 |
|
|
2024
Q1 | $85 | Hold |
1
| – | – | ﹤0.01% | 666 |
|
|
2023
Q4 | $73 | Hold |
1
| – | – | ﹤0.01% | 677 |
|
|
2023
Q3 | $65 | Hold |
1
| – | – | ﹤0.01% | 673 |
|
|
2023
Q2 | $65 | Hold |
1
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $55 | Hold |
1
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $45 | Hold |
1
| – | – | ﹤0.01% | 776 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 783 |
|
|
2022
Q2 | $11K | Buy |
+1
| New | +$11K | ﹤0.01% | 503 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 755 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 774 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 786 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 773 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 769 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 741 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 709 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 717 |
|