Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-240
| Closed | -$20K | – | 548 |
|
|
2022
Q2 | $20K | Sell |
240
-546
| -69% | -$45.5K | ﹤0.01% | 303 |
|
|
2022
Q1 | $81K | Buy |
786
+24
| +3% | +$2.47K | 0.01% | 173 |
|
|
2021
Q4 | $70K | Buy |
+762
| New | +$70K | 0.01% | 167 |
|
|
2021
Q1 | – | Sell |
-690
| Closed | -$40K | – | 373 |
|
|
2020
Q4 | $40K | Buy |
+690
| New | +$40K | 0.03% | 163 |
|