SkyOak Wealth’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 |
-7,923
| Closed | -$1.38M | – | 259 |
|
2021
Q2 | $1.38M | Sell |
7,923
-447
| -5% | -$77.7K | 0.37% | 70 |
|
2021
Q1 | $1.44M | Sell |
8,370
-18,688
| -69% | -$3.22M | 0.4% | 66 |
|
2020
Q4 | $3.69M | Sell |
27,058
-200
| -0.7% | -$27.3K | 1.15% | 22 |
|
2020
Q3 | $2.88M | Buy |
+27,258
| New | +$2.88M | 1.03% | 26 |
|