Wealthspire Advisors (Maryland)’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,153
| Closed | -$110K | – | 1640 |
|
|
2019
Q1 | $110K | Buy |
1,153
+25
| +2% | +$2.39K | 0.01% | 610 |
|
|
2018
Q4 | $96K | Buy |
1,128
+49
| +5% | +$4.17K | 0.01% | 611 |
|
|
2018
Q3 | $85K | Buy |
1,079
+99
| +10% | +$7.8K | 0.01% | 754 |
|
|
2018
Q2 | $79K | Sell |
980
-27
| -3% | -$2.18K | 0.01% | 800 |
|
|
2018
Q1 | $80K | Sell |
1,007
-84
| -8% | -$6.67K | 0.01% | 796 |
|
|
2017
Q4 | $93K | Buy |
1,091
+73
| +7% | +$6.22K | 0.01% | 737 |
|
|
2017
Q3 | $86K | Buy |
1,018
+77
| +8% | +$6.51K | 0.01% | 772 |
|
|
2017
Q2 | $80K | Buy |
941
+62
| +7% | +$5.27K | 0.01% | 781 |
|
|
2017
Q1 | $73K | Buy |
879
+53
| +6% | +$4.4K | 0.01% | 692 |
|
|
2016
Q4 | $64K | Buy |
826
+91
| +12% | +$7.05K | 0.01% | 709 |
|
|
2016
Q3 | $56K | Buy |
735
+22
| +3% | +$1.68K | 0.01% | 742 |
|
|
2016
Q2 | $58K | Buy |
713
+3
| +0.4% | +$244 | 0.01% | 699 |
|
|
2016
Q1 | $53K | Buy |
710
+19
| +3% | +$1.42K | 0.01% | 688 |
|
|
2015
Q4 | $45K | Buy |
+691
| New | +$45K | 0.01% | 746 |
|