Steward Partners Investment Advisory’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 |
-88
| Closed | -$15K | – | 3465 |
|
|
2021
Q2 | $15K | Sell |
88
-118
| -57% | -$20.1K | ﹤0.01% | 5516 |
|
|
2021
Q1 | $25.9K | Buy |
206
+150
| +268% | +$18.9K | ﹤0.01% | 2348 |
|
|
2020
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 2113 |
|
|
2019
Q4 | $6K | Sell |
56
-400
| -88% | -$42.9K | ﹤0.01% | 2212 |
|
|
2019
Q3 | $58K | Buy |
456
+400
| +714% | +$50.9K | ﹤0.01% | 1298 |
|
|
2019
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 2192 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$6K | – | 2417 |
|
|
2018
Q3 | $6K | Sell |
56
-20
| -26% | -$2.14K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $9K | Buy |
76
+20
| +36% | +$2.37K | ﹤0.01% | 1796 |
|
|
2018
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 1758 |
|
|
2017
Q4 | $4K | Sell |
56
-12
| -18% | -$857 | ﹤0.01% | 1599 |
|
|
2017
Q3 | $5K | Sell |
68
-50
| -42% | -$3.68K | ﹤0.01% | 1320 |
|
|
2017
Q2 | $10K | Buy |
118
+50
| +74% | +$4.24K | ﹤0.01% | 1051 |
|
|
2017
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 698 |
|