Valeo Financial Advisors’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 | $211K | Buy |
+2,360
| New | +$211K | 0.01% | 689 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1374 |
|
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1822 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$2K | – | 1937 |
|
|
2020
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1702 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1629 |
|
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1489 |
|