Wealthcare Capital Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-750
| Closed | -$40K | – | 495 |
|
|
2021
Q1 | $40K | Buy |
+750
| New | +$40K | ﹤0.01% | 158 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$20K | – | 187 |
|
|
2020
Q1 | $20K | Sell |
750
-60
| -7% | -$1.6K | ﹤0.01% | 133 |
|
|
2019
Q4 | $31K | Buy |
810
+60
| +8% | +$2.3K | ﹤0.01% | 132 |
|
|
2019
Q3 | $25K | Hold |
750
| – | – | ﹤0.01% | 124 |
|
|
2019
Q2 | $25K | Hold |
750
| – | – | ﹤0.01% | 120 |
|
|
2019
Q1 | $30K | Hold |
750
| – | – | ﹤0.01% | 115 |
|
|
2018
Q4 | $24K | Hold |
750
| – | – | ﹤0.01% | 120 |
|
|
2018
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 113 |
|
|
2018
Q2 | $26K | Buy |
750
+300
| +67% | +$10.4K | ﹤0.01% | 110 |
|
|
2018
Q1 | $14K | Hold |
450
| – | – | ﹤0.01% | 130 |
|
|
2017
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 134 |
|
|
2017
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 128 |
|
|
2017
Q2 | $10K | Hold |
450
| – | – | ﹤0.01% | 126 |
|
|
2017
Q1 | $8K | Hold |
450
| – | – | ﹤0.01% | 132 |
|
|
2016
Q4 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 128 |
|
|
2015
Q2 | – | Sell |
-672
| Closed | -$16K | – | 729 |
|
|
2015
Q1 | $16K | Buy |
+672
| New | +$16K | ﹤0.01% | 439 |
|