Burt Wealth Advisors’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
Q1 | – | Sell |
-54
| Closed | -$3K | – | 277 |
|
|
2020
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 343 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$17K | – | 539 |
|
|
2015
Q3 | $17K | Buy |
+600
| New | +$17K | 0.02% | 199 |
|