True Wealth Design’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25K | Buy |
81
+8
| +11% | +$716 | ﹤0.01% | 683 |
|
|
2025
Q1 | $6.95K | Buy |
73
+32
| +78% | +$3.05K | ﹤0.01% | 577 |
|
|
2024
Q4 | $3.48K | Buy |
41
+38
| +1,267% | +$3.22K | ﹤0.01% | 608 |
|
|
2024
Q3 | $266 | Sell |
3
-4
| -57% | -$355 | ﹤0.01% | 1175 |
|
|
2024
Q2 | $535 | Sell |
7
-1
| -13% | -$76 | ﹤0.01% | 645 |
|
|
2024
Q1 | $598 | Buy |
8
+4
| +100% | +$299 | ﹤0.01% | 590 |
|
|
2023
Q4 | $288 | Buy |
4
+1
| +33% | +$72 | ﹤0.01% | 614 |
|
|
2023
Q3 | $222 | Hold |
3
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $245 | Hold |
3
| – | – | ﹤0.01% | 621 |
|
|
2023
Q1 | $238 | Hold |
3
| – | – | ﹤0.01% | 701 |
|
|
2022
Q4 | $228 | Buy |
+3
| New | +$228 | ﹤0.01% | 644 |
|