CWA
Cypress Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $583K | Hold |
2,399
| – | – | 0.67% | 47 |
|
|
2018
Q4 | $452K | Hold |
2,399
| – | – | 0.62% | 46 |
|
|
2018
Q3 | $540K | Hold |
2,399
| – | – | 0.57% | 52 |
|
|
2018
Q2 | $493K | Sell |
2,399
-71
| -3% | -$14.6K | 0.53% | 54 |
|
|
2018
Q1 | $448K | Hold |
2,470
| – | – | 0.49% | 56 |
|
|
2017
Q4 | $358K | Buy |
2,470
+71
| +3% | +$10.3K | 0.34% | 62 |
|
|
2017
Q3 | $346K | Sell |
2,399
-755
| -24% | -$109K | 0.56% | 41 |
|
|
2017
Q2 | $422K | Buy |
3,154
+113
| +4% | +$15.1K | 0.49% | 49 |
|
|
2017
Q1 | $343K | Hold |
3,041
| – | – | 0.16% | 123 |
|
|
2016
Q4 | $380K | Hold |
3,041
| – | – | 0.17% | 115 |
|
|
2016
Q3 | $485K | Hold |
3,041
| – | – | 0.22% | 99 |
|
|
2016
Q2 | $373K | Hold |
3,041
| – | – | 0.18% | 110 |
|
|
2016
Q1 | $496K | Hold |
3,041
| – | – | 0.23% | 95 |
|
|
2015
Q4 | $536K | Hold |
3,041
| – | – | 0.27% | 83 |
|
|
2015
Q3 | $523K | Hold |
3,041
| – | – | 0.28% | 83 |
|
|
2015
Q2 | $531K | Buy |
+3,041
| New | +$531K | 0.31% | 81 |
|