Concert Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,662
| Closed | -$352K | – | 353 |
|
|
2017
Q1 | $352K | Buy |
16,662
+3,960
| +31% | +$83.7K | 0.08% | 324 |
|
|
2016
Q4 | $270K | Sell |
12,702
-3,312
| -21% | -$70.4K | 0.06% | 375 |
|
|
2016
Q3 | $428K | Sell |
16,014
-1,116
| -7% | -$29.8K | 0.05% | 405 |
|
|
2016
Q2 | $350K | Buy |
17,130
+5,586
| +48% | +$114K | 0.05% | 419 |
|
|
2016
Q1 | $316K | Sell |
11,544
-672
| -6% | -$18.4K | 0.04% | 445 |
|
|
2015
Q4 | $358K | Sell |
12,216
-1,536
| -11% | -$45K | 0.05% | 431 |
|
|
2015
Q3 | $391K | Buy |
13,752
+1,650
| +14% | +$46.9K | 0.05% | 406 |
|
|
2015
Q2 | $349K | Sell |
12,102
-390
| -3% | -$11.2K | 0.05% | 453 |
|
|
2015
Q1 | $279K | Buy |
+12,492
| New | +$279K | 0.08% | 311 |
|