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Diversify Wealth Management’s Portillo's PTLO Stock Holding History

Diversify Wealth Management’s Portfolio PTLO Stock Details PTLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$199K – 545
2024
Q4 		$199K Hold
20,000
– – 0.02% 496
2024
Q3 		$249K Hold
20,000
– – 0.02% 427
2024
Q2 		$178K Buy
+20,000
New +$178K 0.02% 420