Wealthfront’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,024
| Closed | -$230K | – | 516 |
|
|
2018
Q1 | $230K | Buy |
5,024
+234
| +5% | +$10.7K | ﹤0.01% | 475 |
|
|
2017
Q4 | $227K | Buy |
4,790
+82
| +2% | +$3.89K | ﹤0.01% | 475 |
|
|
2017
Q3 | $215K | Sell |
4,708
-1,084
| -19% | -$49.5K | ﹤0.01% | 480 |
|
|
2017
Q2 | $259K | Buy |
5,792
+938
| +19% | +$41.9K | ﹤0.01% | 400 |
|
|
2017
Q1 | $205K | Buy |
+4,854
| New | +$205K | ﹤0.01% | 422 |
|
|
2015
Q4 | – | Sell |
-2,912
| Closed | -$100K | – | 852 |
|
|
2015
Q3 | $100K | Buy |
2,912
+564
| +24% | +$19.4K | ﹤0.01% | 412 |
|
|
2015
Q2 | $108K | Buy |
2,348
+89
| +4% | +$4.09K | ﹤0.01% | 387 |
|
|
2015
Q1 | $95K | Buy |
2,259
+819
| +57% | +$34.4K | ﹤0.01% | 391 |
|
|
2014
Q4 | $64K | Sell |
1,440
-788
| -35% | -$35K | ﹤0.01% | 439 |
|
|
2014
Q3 | $98K | Buy |
2,228
+1,656
| +290% | +$72.8K | 0.01% | 287 |
|
|
2014
Q2 | $28K | Sell |
572
-371
| -39% | -$18.2K | ﹤0.01% | 460 |
|
|
2014
Q1 | $51K | Buy |
+943
| New | +$51K | 0.01% | 263 |
|