Veritable’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,127
| Closed | -$255K | – | 601 |
|
|
2023
Q2 | $255K | Buy |
+3,127
| New | +$249K | ﹤0.01% | 755 |
|
|
2022
Q3 | – | Sell |
-5,936
| Closed | -$434K | – | 870 |
|
|
2022
Q2 | $434K | Buy |
5,936
+711
| +14% | +$53.2K | 0.01% | 572 |
|
|
2022
Q1 | $408K | Buy |
+5,225
| New | +$374K | 0.01% | 622 |
|
|
2020
Q2 | – | Sell |
-3,027
| Closed | -$229K | – | 782 |
|
|
2020
Q1 | $229K | Buy |
3,027
+105
| +4% | +$9.52K | 0.01% | 643 |
|
|
2019
Q4 | $263K | Sell |
2,922
-3
| -0.1% | -$271 | ﹤0.01% | 714 |
|
|
2019
Q3 | $284K | Buy |
2,925
+59
| +2% | +$5.56K | 0.01% | 662 |
|
|
2019
Q2 | $270K | Buy |
2,866
+6
| +0.2% | +$572 | 0.01% | 678 |
|
|
2019
Q1 | $273K | Sell |
2,860
-21
| -0.7% | -$1.9K | 0.01% | 674 |
|
|
2018
Q4 | $245K | Buy |
2,881
+323
| +13% | +$27.8K | 0.01% | 669 |
|
|
2018
Q3 | $203K | Sell |
2,558
-98
| -4% | -$7.87K | ﹤0.01% | 780 |
|
|
2018
Q2 | $214K | Sell |
2,656
-44
| -2% | -$3.44K | ﹤0.01% | 741 |
|
|
2018
Q1 | $215K | Buy |
2,700
+12
| +0.4% | +$941 | ﹤0.01% | 732 |
|
|
2017
Q4 | $229K | Sell |
2,688
-456
| -15% | -$40.3K | ﹤0.01% | 719 |
|
|
2017
Q3 | $266K | Buy |
3,144
+8
| +0.3% | +$701 | 0.01% | 642 |
|
|
2017
Q2 | $267K | Buy |
3,136
+40
| +1% | +$3.45K | 0.01% | 658 |
|
|
2017
Q1 | $258K | Buy |
3,096
+20
| +0.7% | +$1.6K | 0.01% | 643 |
|
|
2016
Q4 | $240K | Buy |
3,076
+124
| +4% | +$9.3K | 0.01% | 652 |
|
|
2016
Q3 | $224K | Buy |
2,952
+321
| +12% | +$25K | 0.01% | 660 |
|
|
2016
Q2 | $213K | Sell |
2,631
-60
| -2% | -$4.47K | 0.01% | 659 |
|
|
2016
Q1 | $202K | Buy |
+2,691
| New | +$184K | 0.01% | 665 |
|
|
2015
Q1 | – | Sell |
-2,977
| Closed | -$203K | – | 960 |
|
|
2014
Q4 | $203K | Buy |
+2,977
| New | +$185K | ﹤0.01% | 882 |
|
Other funds holding PNW
