WealthPLAN Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-76
| Closed | -$6.19K | – | 917 |
|
|
2023
Q2 | $6.19K | Hold |
76
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $6.02K | Buy |
+76
| New | +$6.02K | ﹤0.01% | 968 |
|
|
2017
Q2 | – | Sell |
-231
| Closed | -$19.4K | – | 356 |
|
|
2017
Q1 | $19.4K | Buy |
+231
| New | +$19.4K | 0.07% | 192 |
|
|
2016
Q3 | $16.9K | Hold |
231
| – | – | 0.01% | 513 |
|
|
2016
Q2 | $18.7K | Buy |
+231
| New | +$18.7K | ﹤0.01% | 1444 |
|
|
2015
Q4 | $14.9K | Buy |
+231
| New | +$14.9K | ﹤0.01% | 1025 |
|
|
2015
Q2 | – | Sell |
-230
| Closed | -$15K | – | 490 |
|
|
2015
Q1 | $15K | Buy |
+230
| New | +$15K | 0.01% | 347 |
|