Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,000
| Closed | -$80K | – | 777 |
|
|
2016
Q3 | $80K | Sell |
3,000
-480
| -14% | -$12.8K | 0.03% | 344 |
|
|
2016
Q2 | $71K | Buy |
3,480
+780
| +29% | +$15.9K | 0.03% | 349 |
|
|
2016
Q1 | $73K | Buy |
2,700
+480
| +22% | +$13K | 0.03% | 331 |
|
|
2015
Q4 | $65K | Buy |
2,220
+120
| +6% | +$3.51K | 0.03% | 344 |
|
|
2015
Q3 | $60K | Buy |
2,100
+1,800
| +600% | +$51.4K | 0.03% | 347 |
|
|
2015
Q2 | $9K | Sell |
300
-150
| -33% | -$4.5K | ﹤0.01% | 819 |
|
|
2015
Q1 | $10K | Buy |
+450
| New | +$10K | ﹤0.01% | 769 |
|