Valeo Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22
| Closed | -$3K | – | 1968 |
|
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 1746 |
|
|
2020
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 1358 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1660 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1521 |
|