WFG Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $71K | Buy |
1,580
+831
| +111% | +$37.3K | 0.02% | 618 |
|
|
2017
Q1 | $32K | Sell |
749
-1,017
| -58% | -$43.5K | 0.01% | 778 |
|
|
2016
Q4 | $66K | Buy |
1,766
+438
| +33% | +$16.4K | 0.02% | 654 |
|
|
2016
Q3 | $57K | Buy |
1,328
+1,161
| +695% | +$49.8K | 0.01% | 674 |
|
|
2016
Q2 | $7K | Buy |
167
+149
| +828% | +$6.25K | ﹤0.01% | 1173 |
|
|
2016
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1439 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1479 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1510 |
|
|
2015
Q2 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 1577 |
|
|
2015
Q1 | $1K | Sell |
16
-906
| -98% | -$56.6K | ﹤0.01% | 1637 |
|
|
2014
Q4 | $41K | Buy |
+922
| New | +$41K | 0.01% | 955 |
|
|
2014
Q2 | – | Sell |
-54
| Closed | -$3K | – | 2023 |
|
|
2014
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 1737 |
|
|
2013
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 1887 |
|
|
2013
Q3 | $2K | Sell |
54
-20
| -27% | -$741 | ﹤0.01% | 1947 |
|
|
2013
Q2 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 1783 |
|