CWP
PFPT

Concord Wealth Partners’s Proofpoint, Inc. PFPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-15
Closed -$3K 1074
2021
Q2
$3K Hold
15
﹤0.01% 857
2021
Q1
$2K Hold
15
﹤0.01% 872
2020
Q4
$2K Buy
+15
New +$2K ﹤0.01% 586