Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
+6,204
| New | +$555K | 0.01% | 699 |
|
|
2024
Q4 | – | Sell |
-3,084
| Closed | -$273K | – | 671 |
|
|
2024
Q3 | $273K | Buy |
3,084
+278
| +10% | +$24.6K | 0.01% | 578 |
|
|
2024
Q2 | $214K | Buy |
+2,806
| New | +$214K | 0.01% | 576 |
|
|
2018
Q1 | – | Sell |
-681
| Closed | -$55K | – | 1336 |
|
|
2017
Q4 | $55K | Buy |
+681
| New | +$55K | 0.01% | 793 |
|