Sun Life Financial’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
Q2 | – | Sell |
-2,889
| Closed | -$235K | – | 393 |
|
|
2021
Q1 | $235K | Buy |
2,889
+653
| +29% | +$53.1K | 0.02% | 111 |
|
|
2020
Q4 | $179K | Sell |
2,236
-3,749
| -63% | -$300K | 0.02% | 121 |
|
|
2020
Q3 | $446K | Sell |
5,985
-58
| -1% | -$4.32K | 0.07% | 96 |
|
|
2020
Q2 | $443K | Buy |
6,043
+83
| +1% | +$6.09K | 0.09% | 91 |
|
|
2020
Q1 | $452K | Buy |
5,960
+5,894
| +8,930% | +$447K | 0.11% | 63 |
|
|
2019
Q4 | $6K | Sell |
66
-24
| -27% | -$2.18K | ﹤0.01% | 406 |
|
|
2019
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 530 |
|
|
2019
Q2 | $8K | Sell |
90
-101
| -53% | -$8.98K | ﹤0.01% | 546 |
|
|
2019
Q1 | $18K | Sell |
191
-117
| -38% | -$11K | ﹤0.01% | 530 |
|
|
2018
Q4 | $26K | Buy |
308
+1
| +0.3% | +$84 | 0.01% | 530 |
|
|
2018
Q3 | $24K | Buy |
307
+4
| +1% | +$313 | ﹤0.01% | 576 |
|
|
2018
Q2 | $24K | Buy |
303
+262
| +639% | +$20.8K | ﹤0.01% | 575 |
|
|
2018
Q1 | $509 | Sell |
41
-203
| -83% | -$2.52K | ﹤0.01% | 431 |
|
|
2017
Q4 | $21K | Sell |
244
-579
| -70% | -$49.8K | ﹤0.01% | 427 |
|
|
2017
Q3 | $70K | Buy |
823
+7
| +0.9% | +$595 | 0.01% | 411 |
|
|
2017
Q2 | $69K | Buy |
816
+811
| +16,220% | +$68.6K | 0.01% | 411 |
|
|
2017
Q1 | $60 | Hold |
5
| – | – | ﹤0.01% | 489 |
|
|
2016
Q4 | $59 | Buy |
+5
| New | +$59 | ﹤0.01% | 443 |
|