Brick & Kyle Associates’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,300
| Closed | -$51K | – | 393 |
|
|
2017
Q1 | $51K | Hold |
1,300
| – | – | 0.04% | 172 |
|
|
2016
Q4 | $29K | Buy |
1,300
+400
| +44% | +$8.92K | 0.02% | 233 |
|
|
2016
Q3 | $20K | Sell |
900
-500
| -36% | -$11.1K | 0.02% | 277 |
|
|
2016
Q2 | $33K | Hold |
1,400
| – | – | 0.03% | 216 |
|
|
2016
Q1 | $29K | Hold |
1,400
| – | – | 0.03% | 219 |
|
|
2015
Q4 | $72K | Buy |
1,400
+500
| +56% | +$25.7K | 0.06% | 141 |
|
|
2015
Q3 | $38K | Sell |
900
-900
| -50% | -$38K | 0.04% | 191 |
|
|
2015
Q2 | $82K | Hold |
1,800
| – | – | 0.07% | 141 |
|
|
2015
Q1 | $68K | Buy |
1,800
+200
| +13% | +$7.56K | 0.06% | 154 |
|
|
2014
Q4 | $45K | Buy |
+1,600
| New | +$45K | 0.04% | 186 |
|