WestEnd Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1
| Closed | -$89 | – | 394 |
|
2024
Q3 | $89 | Sell |
1
-1
| -50% | -$89 | ﹤0.01% | 374 |
|
2024
Q2 | $153 | Hold |
2
| – | – | ﹤0.01% | 286 |
|
2024
Q1 | $149 | Sell |
2
-1
| -33% | -$75 | ﹤0.01% | 274 |
|
2023
Q4 | $216 | Hold |
3
| – | – | ﹤0.01% | 232 |
|
2023
Q3 | $221 | Buy |
+3
| New | +$221 | ﹤0.01% | 220 |
|
2023
Q2 | – | Hold |
0
| – | -$238 | – | 241 |
|
2023
Q1 | – | Sell |
-2
| Closed | -$152 | – | 217 |
|
2022
Q4 | $152 | Hold |
2
| – | – | ﹤0.01% | 250 |
|
2022
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 291 |
|
2022
Q2 | $73 | Buy |
+1
| New | +$73 | ﹤0.01% | 287 |
|