Valley National Advisers’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$2K | – | 1043 |
|
|
2024
Q2 | $2K | Sell |
30
-10
| -25% | -$667 | ﹤0.01% | 938 |
|
|
2024
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 974 |
|
|
2023
Q4 | – | Sell |
-65
| Closed | -$5K | – | 1257 |
|
|
2023
Q3 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 707 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$1K | – | 897 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 760 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 729 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 731 |
|
|
2020
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 716 |
|