TD Ameritrade Investment Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-155
| Closed | -$13K | – | 357 |
|
|
2023
Q2 | $13K | Sell |
155
-56
| -27% | -$4.7K | ﹤0.01% | 328 |
|
|
2023
Q1 | $17K | Buy |
+211
| New | +$17K | ﹤0.01% | 326 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$4K | – | 646 |
|
|
2021
Q4 | $4K | Sell |
60
-1,085
| -95% | -$72.3K | ﹤0.01% | 550 |
|
|
2021
Q3 | $85K | Buy |
1,145
+1,085
| +1,808% | +$80.5K | ﹤0.01% | 274 |
|
|
2021
Q2 | $5K | Sell |
60
-49
| -45% | -$4.08K | ﹤0.01% | 529 |
|
|
2021
Q1 | $9K | Hold |
109
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $9K | Sell |
109
-1,036
| -90% | -$85.5K | ﹤0.01% | 474 |
|
|
2020
Q3 | $85K | Buy |
1,145
+1,024
| +846% | +$76K | ﹤0.01% | 274 |
|
|
2020
Q2 | $9K | Buy |
121
+5
| +4% | +$372 | ﹤0.01% | 443 |
|
|
2020
Q1 | $9K | Sell |
116
-19
| -14% | -$1.47K | ﹤0.01% | 426 |
|
|
2019
Q4 | $12K | Buy |
135
+7
| +5% | +$622 | ﹤0.01% | 428 |
|
|
2019
Q3 | $12K | Buy |
128
+11
| +9% | +$1.03K | ﹤0.01% | 414 |
|
|
2019
Q2 | $11K | Buy |
+117
| New | +$11K | ﹤0.01% | 383 |
|