WJWM
Williams Jones Wealth Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,635
| Closed | -$263K | – | 519 |
|
|
2021
Q3 | $263K | Sell |
3,635
-150
| -4% | -$10.9K | ﹤0.01% | 419 |
|
|
2021
Q2 | $310K | Sell |
3,785
-200
| -5% | -$16.4K | ﹤0.01% | 400 |
|
|
2021
Q1 | $324K | Sell |
3,985
-275
| -6% | -$22.4K | 0.01% | 376 |
|
|
2020
Q4 | $341K | Sell |
4,260
-100
| -2% | -$8.01K | 0.01% | 351 |
|
|
2020
Q3 | $325K | Sell |
4,360
-100
| -2% | -$7.45K | 0.01% | 323 |
|
|
2020
Q2 | $327K | Sell |
4,460
-90
| -2% | -$6.6K | 0.01% | 309 |
|
|
2020
Q1 | $345K | Sell |
4,550
-40
| -0.9% | -$3.03K | 0.01% | 276 |
|
|
2019
Q4 | $413K | Hold |
4,590
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $446K | Buy |
+4,590
| New | +$446K | 0.01% | 278 |
|