WealthPLAN Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7
| Closed | -$312 | – | 355 |
|
|
2017
Q1 | $312 | Buy |
+7
| New | +$312 | ﹤0.01% | 449 |
|
|
2016
Q3 | $79.8K | Sell |
1,910
-1,927
| -50% | -$80.5K | 0.03% | 260 |
|
|
2016
Q2 | $75.5K | Buy |
+3,837
| New | +$75.5K | 0.01% | 721 |
|
|
2015
Q4 | $545 | Buy |
+16
| New | +$545 | ﹤0.01% | 1580 |
|
|
2015
Q2 | – | Sell |
-16
| Closed | -$1K | – | 489 |
|
|
2015
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 518 |
|