SWA
Sutton Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$652 | – | 882 |
|
|
2023
Q2 | $652 | Hold |
8
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $634 | Buy |
+8
| New | +$634 | ﹤0.01% | 757 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1.17K | – | 1697 |
|
|
2022
Q1 | $1.17K | Buy |
+15
| New | +$1.17K | ﹤0.01% | 1299 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1.45K | – | 1688 |
|
|
2021
Q3 | $1.45K | Sell |
20
-16
| -44% | -$1.16K | ﹤0.01% | 1212 |
|
|
2021
Q2 | $2.95K | Hold |
36
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q1 | $2.93K | Hold |
36
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q4 | $2.88K | Hold |
36
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q3 | $2.68K | Hold |
36
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q2 | $2.64K | Buy |
36
+22
| +157% | +$1.61K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $1.06K | Buy |
+14
| New | +$1.06K | ﹤0.01% | 1086 |
|
|
2018
Q3 | – | Sell |
-98
| Closed | -$7.9K | – | 1156 |
|
|
2018
Q2 | $7.9K | Hold |
98
| – | – | 0.01% | 872 |
|
|
2018
Q1 | $7.82K | Hold |
98
| – | – | 0.01% | 869 |
|
|
2017
Q4 | $8.35K | Hold |
98
| – | – | 0.01% | 825 |
|
|
2017
Q3 | $8.29K | Hold |
98
| – | – | 0.01% | 796 |
|
|
2017
Q2 | $8.35K | Hold |
98
| – | – | 0.01% | 787 |
|
|
2017
Q1 | $8.17K | Hold |
98
| – | – | 0.01% | 763 |
|
|
2016
Q4 | $7.65K | Buy |
+98
| New | +$7.65K | 0.01% | 753 |
|