Assured Investment Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-221,658
Closed -$6.96M 1291
2018
Q4
$6.96M Buy
221,658
+86,718
+64% +$2.72M 0.2% 114
2018
Q3
$5.07M Sell
134,940
-68,514
-34% -$2.57M 0.09% 226
2018
Q2
$6.97M Sell
203,454
-143,016
-41% -$4.9M 0.13% 145
2018
Q1
$10.5M Sell
346,470
-14,910
-4% -$451K 0.24% 75
2017
Q4
$8.73M Buy
361,380
+232,182
+180% +$5.61M 0.18% 99
2017
Q3
$3.1M Buy
129,198
+76,758
+146% +$1.84M 0.06% 235
2017
Q2
$1.17M Buy
52,440
+27,402
+109% +$611K 0.02% 319
2017
Q1
$470K Buy
25,038
+23,988
+2,285% +$450K 0.01% 394
2016
Q4
$22K Buy
+1,050
New +$22K ﹤0.01% 518