Mosaic Family Wealth’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-120
| Closed | -$3K | – | 850 |
|
|
2017
Q3 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 791 |
|
|
2016
Q4 | – | Sell |
-2,400
| Closed | -$64K | – | 735 |
|
|
2016
Q3 | $64K | Buy |
+2,400
| New | +$64K | 0.03% | 298 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$17K | – | 823 |
|
|
2015
Q4 | $17K | Buy |
+600
| New | +$17K | 0.01% | 469 |
|