Bartlett & Co’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 994 |
|
|
2023
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 958 |
|
|
2023
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 923 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 894 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 878 |
|