WESPAC Advisors SoCal’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-558
| Closed | -$22K | – | 234 |
|
|
2019
Q1 | $22K | Hold |
558
| – | – | 0.01% | 168 |
|
|
2018
Q4 | $17K | Buy |
+558
| New | +$17K | 0.01% | 197 |
|
|
2018
Q1 | – | Sell |
-12,450
| Closed | -$300K | – | 293 |
|
|
2017
Q4 | $300K | Hold |
12,450
| – | – | 0.17% | 64 |
|
|
2017
Q3 | $299K | Sell |
12,450
-300
| -2% | -$7.21K | 0.18% | 66 |
|
|
2017
Q2 | $284K | Buy |
12,750
+300
| +2% | +$6.68K | 0.18% | 66 |
|
|
2017
Q1 | $234K | Buy |
12,450
+3,300
| +36% | +$62K | 0.15% | 76 |
|
|
2016
Q4 | $191K | Sell |
9,150
-222
| -2% | -$4.63K | 0.12% | 85 |
|
|
2016
Q3 | $249K | Buy |
9,372
+822
| +10% | +$21.8K | 0.17% | 74 |
|
|
2016
Q2 | $175K | Sell |
8,550
-600
| -7% | -$12.3K | 0.11% | 82 |
|
|
2016
Q1 | $249K | Sell |
9,150
-3,330
| -27% | -$90.5K | 0.18% | 67 |
|
|
2015
Q4 | $366K | Buy |
+12,480
| New | +$366K | 0.24% | 62 |
|