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Wetzel Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Wetzel Investment Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,100
Closed -$82.2K – 686
2024
Q2 		$82.2K Hold
1,100
– – 0.05% 189
2024
Q1 		$80.3K Hold
1,100
– – 0.05% 198
2023
Q4 		$79K Buy
+1,100
New +$79K 0.05% 201