Summit Global Investments’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,559
| Closed | -$1.01M | – | 559 |
|
|
2024
Q1 | $1.01M | Sell |
13,559
-5,663
| -29% | -$423K | 0.08% | 211 |
|
|
2023
Q4 | $1.38M | Buy |
19,222
+12,550
| +188% | +$902K | 0.09% | 184 |
|
|
2023
Q3 | $492K | Buy |
+6,672
| New | +$492K | 0.03% | 344 |
|
|
2020
Q2 | – | Sell |
-18,386
| Closed | -$1.39M | – | 258 |
|
|
2020
Q1 | $1.39M | Buy |
18,386
+194
| +1% | +$14.7K | 0.2% | 68 |
|
|
2019
Q4 | $1.64M | Sell |
18,192
-7,662
| -30% | -$689K | 0.18% | 91 |
|
|
2019
Q3 | $2.51M | Buy |
25,854
+1,235
| +5% | +$120K | 0.29% | 73 |
|
|
2019
Q2 | $2.32M | Sell |
24,619
-16
| -0.1% | -$1.51K | 0.29% | 80 |
|
|
2019
Q1 | $2.36M | Buy |
24,635
+1,420
| +6% | +$136K | 0.3% | 87 |
|
|
2018
Q4 | $1.98M | Buy |
23,215
+9,115
| +65% | +$777K | 0.31% | 83 |
|
|
2018
Q3 | $1.12M | Sell |
14,100
-5
| -0% | -$396 | 0.15% | 102 |
|
|
2018
Q2 | $1.14M | Buy |
14,105
+7,005
| +99% | +$564K | 0.17% | 95 |
|
|
2018
Q1 | $567K | Buy |
+7,100
| New | +$567K | 0.09% | 179 |
|