Total Clarity Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-692
| Closed | -$51K | – | 786 |
|
2022
Q2 | $51K | Buy |
+692
| New | +$51K | 0.03% | 408 |
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$132K | – | 727 |
|
2021
Q4 | $132K | Sell |
1,875
-336
| -15% | -$23.7K | 0.06% | 275 |
|
2021
Q3 | $160K | Buy |
+2,211
| New | +$160K | 0.08% | 240 |
|
2021
Q2 | – | Sell |
-1,184
| Closed | -$96K | – | 599 |
|
2021
Q1 | $96K | Buy |
+1,184
| New | +$96K | 0.06% | 248 |
|