WKWM
Walter & Keenan Wealth Management’s Pure Storage PSTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-82,500
| Closed | -$1.65M | – | 183 |
|
|
2018
Q1 | $1.65M | Hold |
82,500
| – | – | 0.71% | 45 |
|
|
2017
Q4 | $1.31M | Hold |
82,500
| – | – | 0.55% | 59 |
|
|
2017
Q3 | $1.32M | Hold |
82,500
| – | – | 0.61% | 55 |
|
|
2017
Q2 | $1.06M | Buy |
82,500
+16,000
| +24% | +$205K | 0.53% | 57 |
|
|
2017
Q1 | $654K | Hold |
66,500
| – | – | 0.34% | 67 |
|
|
2016
Q4 | $752K | Sell |
66,500
-1,000
| -1% | -$11.3K | 0.4% | 61 |
|
|
2016
Q3 | $915K | Buy |
67,500
+4,500
| +7% | +$61K | 0.5% | 56 |
|
|
2016
Q2 | $687K | Buy |
63,000
+5,500
| +10% | +$60K | 0.38% | 66 |
|
|
2016
Q1 | $787K | Buy |
57,500
+24,000
| +72% | +$328K | 0.45% | 55 |
|
|
2015
Q4 | $522K | Buy |
+33,500
| New | +$522K | 0.3% | 77 |
|