CWM
PTLA
Cabot Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-74,860
| Closed | -$3.85M | – | 152 |
|
|
2015
Q4 | $3.85M | Buy |
74,860
+29,109
| +64% | +$1.5M | 0.98% | 42 |
|
|
2015
Q3 | $1.95M | Sell |
45,751
-78,558
| -63% | -$3.35M | 0.54% | 71 |
|
|
2015
Q2 | $5.66M | Buy |
124,309
+31,515
| +34% | +$1.44M | 1.38% | 18 |
|
|
2015
Q1 | $3.52M | Buy |
+92,794
| New | +$3.52M | 0.86% | 49 |
|