Seven Post Investment Office’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,551
| Closed | -$3.22M | – | 53 |
|
|
2021
Q2 | $3.22M | Hold |
18,551
| – | – | 0.97% | 14 |
|
|
2021
Q1 | $2.33M | Hold |
18,551
| – | – | 0.82% | 13 |
|
|
2020
Q4 | $2.53M | Hold |
18,551
| – | – | 1.03% | 13 |
|
|
2020
Q3 | $1.96M | Hold |
18,551
| – | – | 0.77% | 14 |
|
|
2020
Q2 | $2.06M | Hold |
18,551
| – | – | 0.87% | 15 |
|
|
2020
Q1 | $1.9M | Hold |
18,551
| – | – | 1% | 14 |
|
|
2019
Q4 | $2.13M | Sell |
18,551
-25,840
| -58% | -$2.97M | 1.54% | 9 |
|
|
2019
Q3 | $5.73M | Hold |
44,391
| – | – | 4.1% | 6 |
|
|
2019
Q2 | $5.34M | Hold |
44,391
| – | – | 3.62% | 6 |
|
|
2019
Q1 | $5.39M | Sell |
44,391
-34,302
| -44% | -$4.16M | 3.81% | 5 |
|
|
2018
Q4 | $6.6M | Buy |
+78,693
| New | +$6.6M | 5.13% | 4 |
|