Creative Planning’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,029
| Closed | -$234K | – | 2027 |
|
|
2018
Q2 | $234K | Sell |
2,029
-769
| -27% | -$88.7K | ﹤0.01% | 1519 |
|
|
2018
Q1 | $318K | Buy |
2,798
+525
| +23% | +$59.7K | ﹤0.01% | 1306 |
|
|
2017
Q4 | $202K | Sell |
2,273
-342
| -13% | -$30.4K | ﹤0.01% | 1593 |
|
|
2017
Q3 | $228K | Buy |
2,615
+383
| +17% | +$33.4K | ﹤0.01% | 1490 |
|
|
2017
Q2 | $194K | Buy |
2,232
+1,154
| +107% | +$100K | ﹤0.01% | 1524 |
|
|
2017
Q1 | $80K | Buy |
1,078
+667
| +162% | +$49.5K | ﹤0.01% | 2099 |
|
|
2016
Q4 | $29K | Sell |
411
-195
| -32% | -$13.8K | ﹤0.01% | 2802 |
|
|
2016
Q3 | $45K | Buy |
+606
| New | +$45K | ﹤0.01% | 2431 |
|
|
2016
Q2 | – | Sell |
-73
| Closed | -$4K | – | 4401 |
|
|
2016
Q1 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 3672 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$15K | – | 4493 |
|
|
2015
Q3 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 2943 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$13K | – | 3525 |
|
|
2013
Q3 | $13K | Sell |
400
-1,000
| -71% | -$32.5K | ﹤0.01% | 2331 |
|
|
2013
Q2 | $34K | Buy |
+1,400
| New | +$34K | ﹤0.01% | 1608 |
|