Carson Wealth (CWM LLC)’s Proofpoint, Inc. PFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2021
Q1 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q4 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q3 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q2 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q4 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q3 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q2 | $56K | Hold |
320
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q1 | $56K | Buy |
320
+255
| +392% | +$44.6K | ﹤0.01% | 1355 |
|
|
2018
Q4 | $5K | Buy |
65
+9
| +16% | +$692 | ﹤0.01% | 1558 |
|
|
2018
Q3 | $6K | Sell |
56
-3
| -5% | -$321 | ﹤0.01% | 1309 |
|
|
2018
Q2 | $7K | Hold |
59
| – | – | ﹤0.01% | 1121 |
|
|
2018
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 952 |
|
|
2017
Q4 | $5K | Buy |
59
+1
| +2% | +$85 | ﹤0.01% | 1111 |
|
|
2017
Q3 | $5K | Sell |
58
-6
| -9% | -$517 | ﹤0.01% | 1106 |
|
|
2017
Q2 | $6K | Buy |
64
+2
| +3% | +$188 | ﹤0.01% | 868 |
|
|
2017
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 880 |
|