Atwood & Palmer’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$12K | – | 329 |
|
|
2019
Q4 | $12K | Sell |
500
-500
| -50% | -$12K | ﹤0.01% | 242 |
|
|
2019
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 218 |
|
|
2019
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 208 |
|
|
2019
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $20K | Sell |
1,000
-700
| -41% | -$14K | ﹤0.01% | 212 |
|
|
2018
Q3 | $45K | Hold |
1,700
| – | – | 0.01% | 185 |
|
|
2018
Q2 | $64K | Hold |
1,700
| – | – | 0.01% | 175 |
|
|
2018
Q1 | $56K | Buy |
1,700
+250
| +17% | +$8.24K | 0.01% | 177 |
|
|
2017
Q4 | $71K | Hold |
1,450
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $78K | Buy |
1,450
+450
| +45% | +$24.2K | 0.01% | 163 |
|
|
2017
Q2 | $56K | Sell |
1,000
-500
| -33% | -$28K | 0.01% | 180 |
|
|
2017
Q1 | $59K | Buy |
1,500
+1,000
| +200% | +$39.3K | 0.01% | 172 |
|
|
2016
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 263 |
|
|
2016
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 257 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$29K | – | 355 |
|
|
2014
Q4 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 229 |
|