CFA
Compass Financial Advisors’s Pure Storage PSTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,480
| Closed | -$369K | – | 75 |
|
|
2023
Q1 | $369K | Buy |
14,480
+4,798
| +50% | +$122K | 0.47% | 74 |
|
|
2022
Q4 | $259K | Buy |
9,682
+999
| +12% | +$26.7K | 0.35% | 96 |
|
|
2022
Q3 | $238K | Hold |
8,683
| – | – | 0.35% | 95 |
|
|
2022
Q2 | $223K | Sell |
8,683
-1,235
| -12% | -$31.7K | 0.3% | 110 |
|
|
2022
Q1 | $350K | Sell |
9,918
-8,282
| -46% | -$292K | 0.39% | 91 |
|
|
2021
Q4 | $592K | Buy |
+18,200
| New | +$592K | 0.65% | 57 |
|