Willingdon Wealth Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 212 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2019
Q2 | $9K | Sell |
100
-60
| -38% | -$5.4K | ﹤0.01% | 238 |
|
|
2019
Q1 | $15K | Sell |
160
-18,423
| -99% | -$1.73M | ﹤0.01% | 230 |
|
|
2018
Q4 | $1.58M | Buy |
18,583
+18,483
| +18,483% | +$1.57M | 0.46% | 83 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 272 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 273 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 254 |
|
|
2017
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 235 |
|