Capital Asset Advisory Services’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,298
| Closed | -$238K | – | 598 |
|
|
2022
Q1 | $238K | Sell |
2,298
-948
| -29% | -$98.2K | 0.03% | 360 |
|
|
2021
Q4 | $301K | Sell |
3,246
-1,860
| -36% | -$172K | 0.03% | 324 |
|
|
2021
Q3 | $408K | Sell |
5,106
-3,816
| -43% | -$305K | 0.05% | 295 |
|
|
2021
Q2 | $552K | Buy |
8,922
+1,086
| +14% | +$67.2K | 0.06% | 242 |
|
|
2021
Q1 | $421K | Buy |
7,836
+1,422
| +22% | +$76.4K | 0.06% | 282 |
|
|
2020
Q4 | $380K | Buy |
+6,414
| New | +$380K | 0.07% | 244 |
|