Wealthfront 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,974
| Closed | -$215K | – | 772 |
|
|
2021
Q3 | $215K | Sell |
2,974
-5,056
| -63% | -$366K | ﹤0.01% | 674 |
|
|
2021
Q2 | $658K | Buy |
8,030
+4,798
| +148% | +$393K | ﹤0.01% | 484 |
|
|
2021
Q1 | $263K | Buy |
3,232
+281
| +10% | +$22.9K | ﹤0.01% | 515 |
|
|
2020
Q4 | $236K | Buy |
2,951
+112
| +4% | +$8.96K | ﹤0.01% | 510 |
|
|
2020
Q3 | $212K | Sell |
2,839
-60
| -2% | -$4.48K | ﹤0.01% | 501 |
|
|
2020
Q2 | $212K | Sell |
2,899
-11,274
| -80% | -$824K | ﹤0.01% | 493 |
|
|
2020
Q1 | $1.07M | Sell |
14,173
-1,618
| -10% | -$123K | 0.01% | 272 |
|
|
2019
Q4 | $1.42M | Buy |
15,791
+749
| +5% | +$67.4K | 0.01% | 253 |
|
|
2019
Q3 | $1.46M | Buy |
15,042
+1,397
| +10% | +$136K | 0.01% | 215 |
|
|
2019
Q2 | $1.28M | Buy |
13,645
+59
| +0.4% | +$5.55K | 0.01% | 227 |
|
|
2019
Q1 | $1.3M | Buy |
13,586
+1,675
| +14% | +$160K | 0.01% | 211 |
|
|
2018
Q4 | $1.02M | Buy |
+11,911
| New | +$1.02M | 0.01% | 242 |
|