Capital Impact 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
2023
Q1
Sell
-3,246
Closed -$226K 217
2022
Q4
$226K Buy
3,246
+120
+4% +$8.37K 0.22% 177
2022
Q3
$256K Sell
3,126
-558
-15% -$45.7K 0.26% 158
2022
Q2
$303K Sell
3,684
-594
-14% -$48.9K 0.28% 156
2022
Q1
$444K Buy
+4,278
New +$444K 0.32% 144
2015
Q1
Sell
-7,212
Closed -$147K 292
2014
Q4
$147K Hold
7,212
0.07% 176
2014
Q3
$118 Hold
7,212
﹤0.01% 200
2014
Q2
$101K Buy
+7,212
New +$101K 0.08% 213