Bogart Wealth LLC’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-738
| Closed | -$15.8K | – | 1103 |
|
|
2023
Q1 | $15.8K | Hold |
738
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $12K | Hold |
738
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $15K | Hold |
738
| – | – | ﹤0.01% | 476 |
|
|
2022
Q2 | $12K | Hold |
738
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $18K | Buy |
+738
| New | +$18K | ﹤0.01% | 399 |
|