Lenox Wealth Advisors’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
Q1 | – | Sell |
-120
| Closed | -$11K | – | 932 |
|
2021
Q4 | $11K | Buy |
+120
| New | +$11K | ﹤0.01% | 497 |
|
2020
Q2 | – | Sell |
-438
| Closed | -$12K | – | 739 |
|
2020
Q1 | $12K | Hold |
438
| – | – | ﹤0.01% | 322 |
|
2019
Q4 | $17K | Hold |
438
| – | – | ﹤0.01% | 360 |
|
2019
Q3 | $15K | Hold |
438
| – | – | ﹤0.01% | 326 |
|
2019
Q2 | $15K | Buy |
+438
| New | +$15K | ﹤0.01% | 244 |
|
2016
Q1 | – | Sell |
-138
| Closed | -$4K | – | 369 |
|
2015
Q4 | $4K | Buy |
+138
| New | +$4K | ﹤0.01% | 259 |
|