WFG Advisors’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 | $80K | Sell |
3,600
-1,800
| -33% | -$40K | 0.02% | 579 |
|
|
2017
Q1 | $101K | Buy |
5,400
+300
| +6% | +$5.61K | 0.03% | 476 |
|
|
2016
Q4 | $106K | Buy |
5,100
+3,000
| +143% | +$62.4K | 0.03% | 510 |
|
|
2016
Q3 | $56K | Buy |
2,100
+1,500
| +250% | +$40K | 0.01% | 681 |
|
|
2016
Q2 | $12K | Hold |
600
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q1 | $16K | Hold |
600
| – | – | ﹤0.01% | 935 |
|
|
2015
Q4 | $18K | Sell |
600
-600
| -50% | -$18K | 0.01% | 922 |
|
|
2015
Q3 | $34K | Hold |
1,200
| – | – | 0.01% | 759 |
|
|
2015
Q2 | $35K | Hold |
1,200
| – | – | 0.01% | 821 |
|
|
2015
Q1 | $29K | Buy |
+1,200
| New | +$29K | 0.01% | 888 |
|
|
2014
Q2 | – | Sell |
-486
| Closed | -$6K | – | 2021 |
|
|
2014
Q1 | $6K | Hold |
486
| – | – | ﹤0.01% | 1584 |
|
|
2013
Q4 | $5K | Hold |
486
| – | – | ﹤0.01% | 1756 |
|
|
2013
Q3 | $4K | Buy |
+486
| New | +$4K | ﹤0.01% | 1796 |
|