YorkBridge Wealth Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-630
| Closed | -$23K | – | 523 |
|
|
2019
Q2 | $23K | Buy |
630
+44
| +8% | +$1.61K | 0.01% | 459 |
|
|
2019
Q1 | $26K | Buy |
586
+57
| +11% | +$2.53K | 0.01% | 430 |
|
|
2018
Q4 | $20K | Sell |
529
-256
| -33% | -$9.68K | 0.01% | 464 |
|
|
2018
Q3 | $34K | Sell |
785
-66
| -8% | -$2.86K | 0.02% | 403 |
|
|
2018
Q2 | $36K | Sell |
851
-2,361
| -74% | -$99.9K | 0.02% | 402 |
|
|
2018
Q1 | $151K | Buy |
3,212
+227
| +8% | +$10.7K | 0.07% | 211 |
|
|
2017
Q4 | $137K | Buy |
2,985
+559
| +23% | +$25.7K | 0.07% | 228 |
|
|
2017
Q3 | $111K | Sell |
2,426
-297
| -11% | -$13.6K | 0.06% | 252 |
|
|
2017
Q2 | $123K | Buy |
2,723
+165
| +6% | +$7.45K | 0.07% | 230 |
|
|
2017
Q1 | $111K | Sell |
2,558
-15
| -0.6% | -$651 | 0.06% | 241 |
|
|
2016
Q4 | $100K | Buy |
+2,573
| New | +$100K | 0.06% | 241 |
|