Trivium Point Advisory’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
Q3 | – | Sell |
-11,725
| Closed | -$961K | – | 231 |
|
|
2021
Q2 | $961K | Sell |
11,725
-1,715
| -13% | -$141K | 0.24% | 126 |
|
|
2021
Q1 | $1.09M | Sell |
13,440
-1,630
| -11% | -$133K | 0.3% | 114 |
|
|
2020
Q4 | $1.18M | Sell |
15,070
-110
| -0.7% | -$8.58K | 0.34% | 109 |
|
|
2020
Q3 | $1.13M | Buy |
15,180
+380
| +3% | +$28.3K | 0.4% | 95 |
|
|
2020
Q2 | $1.14M | Buy |
+14,800
| New | +$1.14M | 0.45% | 83 |
|