Wealthfront’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $811K | Buy |
10,246
+354
| +4% | +$28K | 0.01% | 301 |
|
2018
Q2 | $797K | Sell |
9,892
-10,581
| -52% | -$853K | 0.01% | 299 |
|
2018
Q1 | $1.63M | Buy |
20,473
+14,727
| +256% | +$1.18M | 0.02% | 159 |
|
2017
Q4 | $489K | Buy |
5,746
+2,365
| +70% | +$201K | 0.01% | 359 |
|
2017
Q3 | $286K | Sell |
3,381
-165
| -5% | -$14K | ﹤0.01% | 432 |
|
2017
Q2 | $302K | Buy |
3,546
+691
| +24% | +$58.9K | ﹤0.01% | 382 |
|
2017
Q1 | $238K | Buy |
2,855
+298
| +12% | +$24.8K | ﹤0.01% | 384 |
|
2016
Q4 | $200K | Buy |
+2,557
| New | +$200K | ﹤0.01% | 378 |
|
2015
Q4 | – | Sell |
-1,708
| Closed | -$110K | – | 853 |
|
2015
Q3 | $110K | Buy |
1,708
+795
| +87% | +$51.2K | ﹤0.01% | 387 |
|
2015
Q2 | $52K | Sell |
913
-225
| -20% | -$12.8K | ﹤0.01% | 509 |
|
2015
Q1 | $73K | Buy |
1,138
+289
| +34% | +$18.5K | ﹤0.01% | 441 |
|
2014
Q4 | $58K | Buy |
849
+97
| +13% | +$6.63K | ﹤0.01% | 454 |
|
2014
Q3 | $41K | Buy |
752
+112
| +18% | +$6.11K | ﹤0.01% | 439 |
|
2014
Q2 | $36K | Buy |
640
+238
| +59% | +$13.4K | ﹤0.01% | 423 |
|
2014
Q1 | $22K | Buy |
+402
| New | +$22K | ﹤0.01% | 417 |
|