True Wealth Design’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.83K | Buy |
86
+48
| +126% | +$4.93K | ﹤0.01% | 623 |
|
2025
Q1 | $3.33K | Sell |
38
-664
| -95% | -$58.1K | ﹤0.01% | 818 |
|
2024
Q4 | $70.7K | Buy |
702
+65
| +10% | +$6.54K | 0.03% | 110 |
|
2024
Q3 | $62.3K | Buy |
637
+623
| +4,450% | +$60.9K | 0.02% | 101 |
|
2024
Q2 | $1.07K | Buy |
14
+3
| +27% | +$230 | ﹤0.01% | 497 |
|
2024
Q1 | $940 | Buy |
11
+5
| +83% | +$427 | ﹤0.01% | 483 |
|
2023
Q4 | $437 | Hold |
6
| – | – | ﹤0.01% | 500 |
|
2023
Q3 | $389 | Hold |
6
| – | – | ﹤0.01% | 484 |
|
2023
Q2 | $388 | Hold |
6
| – | – | ﹤0.01% | 507 |
|
2023
Q1 | $332 | Hold |
6
| – | – | ﹤0.01% | 624 |
|
2022
Q4 | $270 | Buy |
+6
| New | +$270 | ﹤0.01% | 607 |
|