GCA
Gideon Capital Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,388
| Closed | -$1.94M | – | 154 |
|
|
2019
Q4 | $1.94M | Buy |
+8,388
| New | +$1.94M | 0.67% | 48 |
|
|
2019
Q2 | – | Sell |
-3,559
| Closed | -$864K | – | 388 |
|
|
2019
Q1 | $864K | Buy |
+3,559
| New | +$864K | 0.31% | 84 |
|
|
2018
Q4 | – | Sell |
-21,385
| Closed | -$4.82M | – | 472 |
|
|
2018
Q3 | $4.82M | Buy |
21,385
+18,994
| +794% | +$4.28M | 2.27% | 1 |
|
|
2018
Q2 | $491K | Buy |
2,391
+790
| +49% | +$162K | 0.25% | 141 |
|
|
2018
Q1 | $291K | Buy |
+1,601
| New | +$291K | 0.18% | 248 |
|
|
2016
Q3 | – | Sell |
-4,082
| Closed | -$501K | – | 255 |
|
|
2016
Q2 | $501K | Buy |
+4,082
| New | +$501K | 0.29% | 101 |
|