TrueWealth LLC’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 690 |
|
|
2020
Q1 | $1K | Sell |
14
-14
| -50% | -$1K | ﹤0.01% | 702 |
|
|
2019
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 648 |
|
|
2019
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 617 |
|
|
2019
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 626 |
|
|
2019
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 641 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 668 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 735 |
|
|
2018
Q2 | $2K | Sell |
28
-14
| -33% | -$1K | ﹤0.01% | 743 |
|
|
2018
Q1 | $3K | Sell |
42
-22
| -34% | -$1.57K | ﹤0.01% | 662 |
|
|
2017
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 664 |
|