Lucia Wealth Services’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,292
| Closed | -$1.25M | – | 204 |
|
|
2019
Q4 | $1.25M | Buy |
32,292
+3,048
| +10% | +$118K | 0.38% | 56 |
|
|
2019
Q3 | $993K | Sell |
29,244
-1,722
| -6% | -$58.5K | 0.33% | 61 |
|
|
2019
Q2 | $1.05M | Sell |
30,966
-4,584
| -13% | -$156K | 0.36% | 55 |
|
|
2019
Q1 | $1.44M | Buy |
35,550
+5,058
| +17% | +$205K | 0.49% | 45 |
|
|
2018
Q4 | $957K | Buy |
30,492
+25,020
| +457% | +$785K | 0.45% | 51 |
|
|
2018
Q3 | $205K | Buy |
+5,472
| New | +$205K | 0.06% | 146 |
|