CWM

C2C Wealth Management’s Palo Alto Networks PANW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,198	Closed	-$518K	–	192
2023 Q3	$518K	Sell	2,198 -6	-0.3%	-$1.42K	0.07%	141
2023 Q2	$552K	Sell	2,204 -250	-10%	-$62.6K	0.07%	143
2023 Q1	$479K	Buy	+2,454	New	+$479K	0.08%	151