Lifeworks 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
2023
Q4
Sell
-1,800
Closed -$211K 204
2023
Q3
$211K Hold
1,800
0.08% 175
2023
Q2
$230K Buy
+1,800
New +$230K 0.1% 145