USCA RIA’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
Q2 | – | Sell |
-19,200
| Closed | -$361K | – | 426 |
|
|
2017
Q1 | $361K | Sell |
19,200
-7,140
| -27% | -$134K | 0.05% | 317 |
|
|
2016
Q4 | $549K | Buy |
26,340
+4,800
| +22% | +$100K | 0.08% | 239 |
|
|
2016
Q3 | $572K | Sell |
21,540
-3,240
| -13% | -$86K | 0.09% | 221 |
|
|
2016
Q2 | $507K | Buy |
24,780
+11,640
| +89% | +$238K | 0.09% | 231 |
|
|
2016
Q1 | $357K | Sell |
13,140
-5,880
| -31% | -$160K | 0.06% | 251 |
|
|
2015
Q4 | $558K | Sell |
19,020
-3,000
| -14% | -$88K | 0.12% | 186 |
|
|
2015
Q3 | $631K | Sell |
22,020
-12,600
| -36% | -$361K | 0.16% | 164 |
|
|
2015
Q2 | $1.01M | Sell |
34,620
-6,000
| -15% | -$175K | 0.27% | 119 |
|
|
2015
Q1 | $989K | Sell |
40,620
-600
| -1% | -$14.6K | 0.27% | 115 |
|
|
2014
Q4 | $842K | Sell |
41,220
-3,000
| -7% | -$61.3K | 0.23% | 109 |
|
|
2014
Q3 | $723K | Buy |
44,220
+6,600
| +18% | +$108K | 0.22% | 130 |
|
|
2014
Q2 | $526K | Sell |
37,620
-1,200
| -3% | -$16.8K | 0.18% | 142 |
|
|
2014
Q1 | $444K | Hold |
38,820
| – | – | 0.16% | 158 |
|
|
2013
Q4 | $372K | Buy |
+38,820
| New | +$372K | 0.15% | 166 |
|