Summit X LLC’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,380
Closed -$360K 271
2021
Q2
$360K Sell
4,380
-255
-6% -$21K 0.09% 202
2021
Q1
$378K Sell
4,635
-50
-1% -$4.08K 0.1% 195
2020
Q4
$374K Sell
4,685
-275
-6% -$22K 0.11% 183
2020
Q3
$3.36K Buy
+4,960
New +$3.36K 0.06% 152