Epic Trust Investment Advisors’s Pure Storage PSTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $339K | Sell |
5,285
-1,319
| -20% | -$84.7K | 0.37% | 73 |
|
|
2024
Q1 | $343K | Hold |
6,604
| – | – | 0.42% | 66 |
|
|
2023
Q4 | $235K | Sell |
6,604
-273
| -4% | -$9.74K | 0.32% | 85 |
|
|
2023
Q3 | $245K | Sell |
6,877
-491
| -7% | -$17.5K | 0.39% | 73 |
|
|
2023
Q2 | $271K | Sell |
7,368
-2,911
| -28% | -$107K | 0.39% | 69 |
|
|
2023
Q1 | $262K | Buy |
10,279
+2,716
| +36% | +$69.3K | 0.32% | 89 |
|
|
2022
Q4 | $202K | Sell |
7,563
-3,014
| -28% | -$80.5K | 0.3% | 94 |
|
|
2022
Q3 | $289K | Buy |
10,577
+640
| +6% | +$17.5K | 0.4% | 76 |
|
|
2022
Q2 | $255K | Buy |
9,937
+533
| +6% | +$13.7K | 0.48% | 52 |
|
|
2022
Q1 | $332K | Buy |
9,404
+2,311
| +33% | +$81.6K | 0.52% | 43 |
|
|
2021
Q4 | $231K | Buy |
+7,093
| New | +$231K | 0.34% | 66 |
|