XCEL WEALTH MANAGEMENT, LLC – Palo Alto Networks, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$259,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-66.84%
quarter
Palo Alto Networks, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +196.62% | 1.04K shares | -4K | $163.79 | 1.58K |
| Q2 2022 | share | Decrease | -73.24% | -1.45K shares | -977K | $493.94 | 533 |
| Q1 2022 | share | Decrease | -26.28% | -710 shares | -264K | $622.51 | 1.99K |
| Q4 2021 | share | Decrease | -5.09% | -145 shares | 140K | $561.42 | 2.70K |
| Q3 2021 | share | Decrease | -0.21% | -6 shares | 305K | $479 | 2.84K |
| Q2 2021 | share | Increase | +40.33% | 820 shares | 404K | $371.05 | 2.85K |
| Q1 2021 | share | 0.00% | 0 shares | -67K | $322.06 | 2.03K | |
| Q4 2020 | share | Increase | +0.44% | 9 shares | 227K | $355.39 | 2.03K |
| Q3 2020 | share | 0.00% | 0 shares | 31K | $244.75 | 2.02K | |
| Q2 2020 | share | Increase | 0.00% | 2.02K shares | 464K | $229.67 | 2.02K |