Archford Capital Strategies’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,388
| Closed | -$518K | – | 308 |
|
|
2021
Q1 | $518K | Buy |
8,388
+1,080
| +15% | +$66.7K | 0.14% | 163 |
|
|
2020
Q4 | $446K | Buy |
7,308
+1,800
| +33% | +$110K | 0.1% | 195 |
|
|
2020
Q3 | $225K | Buy |
+5,508
| New | +$225K | 0.06% | 237 |
|
|
2016
Q4 | – | Sell |
-186
| Closed | -$4K | – | 723 |
|
|
2016
Q3 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 438 |
|
|
2014
Q2 | – | Sell |
-5,184
| Closed | -$59.3K | – | 945 |
|
|
2014
Q1 | $59.3K | Buy |
+5,184
| New | +$59.3K | 0.05% | 201 |
|