BPWA
Beacon Pointe Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,304
| Closed | -$674K | – | 288 |
|
|
2019
Q3 | $674K | Sell |
3,304
-12
| -0.4% | -$2.45K | 0.14% | 129 |
|
|
2019
Q2 | $675K | Hold |
3,316
| – | – | 0.14% | 131 |
|
|
2019
Q1 | $806K | Buy |
3,316
+71
| +2% | +$17.3K | 0.18% | 110 |
|
|
2018
Q4 | $612K | Buy |
+3,245
| New | +$612K | 0.22% | 111 |
|