Concord Wealth Partners’s Pure Storage PSTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16
| Closed | -$570 | – | 975 |
|
|
2023
Q3 | $570 | Hold |
16
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $589 | Buy |
+16
| New | +$589 | ﹤0.01% | 982 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$749 | – | 1169 |
|
|
2022
Q4 | $749 | Buy |
+28
| New | +$749 | ﹤0.01% | 1124 |
|
|
2022
Q3 | – | Sell |
-221
| Closed | -$6K | – | 879 |
|
|
2022
Q2 | $6K | Sell |
221
-2,423
| -92% | -$65.8K | ﹤0.01% | 792 |
|
|
2022
Q1 | $93K | Sell |
2,644
-441
| -14% | -$15.5K | 0.02% | 313 |
|
|
2021
Q4 | $100K | Buy |
3,085
+1,972
| +177% | +$63.9K | 0.02% | 309 |
|
|
2021
Q3 | $28K | Sell |
1,113
-1,984
| -64% | -$49.9K | 0.01% | 317 |
|
|
2021
Q2 | $60K | Sell |
3,097
-1,058
| -25% | -$20.5K | 0.02% | 321 |
|
|
2021
Q1 | $89K | Buy |
4,155
+4,039
| +3,482% | +$86.5K | 0.03% | 234 |
|
|
2020
Q4 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 488 |
|