Edge Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-75
| Closed | -$2K | – | 623 |
|
|
2018
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 510 |
|
|
2017
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 471 |
|
|
2017
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 441 |
|
|
2017
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 438 |
|
|
2016
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 439 |
|
|
2016
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 438 |
|
|
2016
Q2 | $2K | Sell |
75
-1,500
| -95% | -$40K | ﹤0.01% | 412 |
|
|
2016
Q1 | $32K | Buy |
1,575
+1,425
| +950% | +$29K | 0.01% | 200 |
|
|
2015
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 315 |
|
|
2015
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2015
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 324 |
|
|
2015
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 339 |
|