AWA
Aaron Wealth Advisors’s Portillo's PTLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$154K | – | 281 |
|
|
2023
Q3 | $154K | Buy |
+10,000
| New | +$154K | 0.02% | 254 |
|
|
2022
Q2 | – | Sell |
-81,048
| Closed | -$3.3M | – | 680 |
|
|
2022
Q1 | $3.3M | Buy |
81,048
+60,433
| +293% | +$2.46M | 0.05% | 168 |
|
|
2021
Q4 | $773K | Buy |
+20,615
| New | +$773K | 0.22% | 67 |
|