CIBC Private Wealth Group’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-12,573
| Closed | -$300K | – | 974 |
|
2019
Q4 | $300K | Buy |
12,573
+110
| +0.9% | +$2.63K | ﹤0.01% | 796 |
|
2019
Q3 | $335K | Buy |
+12,463
| New | +$335K | ﹤0.01% | 762 |
|
2018
Q3 | – | Sell |
-140
| Closed | -$5K | – | 1894 |
|
2018
Q2 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 1740 |
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$49K | – | 2137 |
|
2017
Q4 | $49K | Buy |
+1,000
| New | +$49K | ﹤0.01% | 1198 |
|