Cahill Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,540
| Closed | -$320K | – | 212 |
|
|
2021
Q1 | $320K | Hold |
2,540
| – | – | 0.08% | 167 |
|
|
2020
Q4 | $346K | Buy |
2,540
+60
| +2% | +$8.17K | 0.09% | 154 |
|
|
2020
Q3 | $262K | Buy |
2,480
+100
| +4% | +$10.6K | 0.09% | 142 |
|
|
2020
Q2 | $265K | Buy |
2,380
+200
| +9% | +$22.3K | 0.1% | 141 |
|
|
2020
Q1 | $224K | Sell |
2,180
-630
| -22% | -$64.7K | 0.1% | 137 |
|
|
2019
Q4 | $323K | Sell |
2,810
-50
| -2% | -$5.75K | 0.12% | 131 |
|
|
2019
Q3 | $370K | Buy |
2,860
+170
| +6% | +$22K | 0.14% | 118 |
|
|
2019
Q2 | $324K | Buy |
2,690
+1,000
| +59% | +$120K | 0.13% | 120 |
|
|
2019
Q1 | $206K | Buy |
+1,690
| New | +$206K | 0.09% | 149 |
|