Symmetry Partners’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
Q1 | – | Sell |
-8,998
| Closed | -$646K | – | 557 |
|
|
2023
Q4 | $646K | Hold |
8,998
| – | – | 0.03% | 233 |
|
|
2023
Q3 | $663K | Hold |
8,998
| – | – | 0.04% | 245 |
|
|
2023
Q2 | $733K | Sell |
8,998
-417
| -4% | -$34K | 0.04% | 246 |
|
|
2023
Q1 | $746K | Buy |
9,415
+417
| +5% | +$33K | 0.04% | 232 |
|
|
2022
Q4 | $684K | Buy |
+8,998
| New | +$684K | 0.04% | 240 |
|
|
2020
Q1 | – | Sell |
-2,300
| Closed | -$207K | – | 344 |
|
|
2019
Q4 | $207K | Sell |
2,300
-4,433
| -66% | -$399K | 0.04% | 318 |
|
|
2019
Q3 | $654K | Hold |
6,733
| – | – | 0.14% | 103 |
|
|
2019
Q2 | $634K | Hold |
6,733
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $644K | Buy |
+6,733
| New | +$644K | 0.11% | 119 |
|