WESPAC Advisors SoCal’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$8K | – | 241 |
|
|
2019
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 253 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 266 |
|
|
2018
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 250 |
|
|
2018
Q2 | – | Sell |
-298
| Closed | -$13K | – | 209 |
|
|
2018
Q1 | $13K | Buy |
+298
| New | +$13K | 0.01% | 184 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$1.29K | – | 281 |
|
|
2016
Q3 | $1.29K | Buy |
+30
| New | +$1.29K | ﹤0.01% | 265 |
|