Winslow Evans & Crocker’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
Q4 | $54K | Hold |
675
| – | – | 0.01% | 578 |
|
|
2020
Q3 | $51K | Hold |
675
| – | – | 0.01% | 457 |
|
|
2020
Q2 | $49K | Sell |
675
-1
| -0.1% | -$73 | 0.01% | 466 |
|
|
2020
Q1 | $52K | Hold |
676
| – | – | 0.02% | 423 |
|
|
2019
Q4 | $62K | Hold |
676
| – | – | 0.02% | 465 |
|
|
2019
Q3 | $68K | Hold |
676
| – | – | 0.02% | 454 |
|
|
2019
Q2 | $66K | Sell |
676
-46
| -6% | -$4.49K | 0.02% | 464 |
|
|
2019
Q1 | $72K | Hold |
722
| – | – | 0.02% | 430 |
|
|
2018
Q4 | $64K | Buy |
722
+46
| +7% | +$4.08K | 0.02% | 422 |
|
|
2018
Q3 | $56K | Hold |
676
| – | – | 0.02% | 466 |
|
|
2018
Q2 | $56K | Sell |
676
-200
| -23% | -$16.6K | 0.02% | 472 |
|
|
2018
Q1 | $69.8K | Hold |
876
| – | – | 0.02% | 419 |
|
|
2017
Q4 | $74.5K | Hold |
876
| – | – | 0.02% | 415 |
|
|
2017
Q3 | $74K | Buy |
876
+1
| +0.1% | +$84 | 0.02% | 406 |
|
|
2017
Q2 | $74.5K | Sell |
875
-1
| -0.1% | -$85 | 0.02% | 476 |
|
|
2017
Q1 | $73K | Hold |
876
| – | – | 0.02% | 467 |
|
|
2016
Q4 | $68.3K | Hold |
876
| – | – | 0.02% | 463 |
|
|
2016
Q3 | $66.5K | Hold |
876
| – | – | 0.02% | 484 |
|
|
2016
Q2 | $70.9K | Buy |
876
+1
| +0.1% | +$81 | 0.02% | 445 |
|
|
2016
Q1 | $65.7K | Sell |
875
-1
| -0.1% | -$75 | 0.02% | 447 |
|
|
2015
Q4 | $56.4K | Hold |
876
| – | – | 0.02% | 509 |
|
|
2015
Q3 | $56.1K | Hold |
876
| – | – | 0.02% | 496 |
|
|
2015
Q2 | $49.8K | Hold |
876
| – | – | 0.01% | 549 |
|
|
2015
Q1 | $55.8K | Buy |
876
+476
| +119% | +$30.3K | 0.02% | 528 |
|
|
2014
Q4 | $27.3K | Hold |
400
| – | – | 0.01% | 659 |
|
|
2014
Q3 | $21.9K | Hold |
400
| – | – | 0.01% | 719 |
|
|
2014
Q2 | $23.1K | Hold |
400
| – | – | 0.01% | 640 |
|
|
2014
Q1 | $21.9K | Hold |
400
| – | – | 0.01% | 645 |
|
|
2013
Q4 | $21K | Buy |
+400
| New | +$21K | 0.01% | 689 |
|