WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $41K | Sell |
483
-13
| -3% | -$1.1K | 0.01% | 746 |
|
|
2017
Q1 | $41K | Buy |
496
+4
| +0.8% | +$331 | 0.01% | 715 |
|
|
2016
Q4 | $38K | Buy |
492
+4
| +0.8% | +$309 | 0.01% | 780 |
|
|
2016
Q3 | $37K | Buy |
488
+4
| +0.8% | +$303 | 0.01% | 779 |
|
|
2016
Q2 | $39K | Buy |
484
+154
| +47% | +$12.4K | 0.01% | 757 |
|
|
2016
Q1 | $25K | Buy |
330
+3
| +0.9% | +$227 | 0.01% | 833 |
|
|
2015
Q4 | $21K | Buy |
327
+3
| +0.9% | +$193 | 0.01% | 887 |
|
|
2015
Q3 | $21K | Buy |
324
+3
| +0.9% | +$194 | 0.01% | 872 |
|
|
2015
Q2 | $18K | Buy |
321
+3
| +0.9% | +$168 | 0.01% | 1009 |
|
|
2015
Q1 | $20K | Sell |
318
-187
| -37% | -$11.8K | 0.01% | 987 |
|
|
2014
Q4 | $35K | Buy |
505
+3
| +0.6% | +$208 | 0.01% | 1016 |
|
|
2014
Q3 | $27K | Buy |
502
+93
| +23% | +$5K | 0.01% | 1156 |
|
|
2014
Q2 | $24K | Buy |
409
+4
| +1% | +$235 | ﹤0.01% | 1197 |
|
|
2014
Q1 | $22K | Buy |
405
+3
| +0.7% | +$163 | ﹤0.01% | 1212 |
|
|
2013
Q4 | $21K | Buy |
402
+3
| +0.8% | +$157 | ﹤0.01% | 1333 |
|
|
2013
Q3 | $22K | Buy |
399
+103
| +35% | +$5.68K | ﹤0.01% | 1242 |
|
|
2013
Q2 | $16K | Buy |
+296
| New | +$16K | ﹤0.01% | 1297 |
|