EWM
PTLA
Evercore Wealth Management’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,334
| Closed | -$51K | – | 1102 |
|
|
2015
Q1 | $51K | Hold |
1,334
| – | – | ﹤0.01% | 625 |
|
|
2014
Q4 | $38K | Hold |
1,334
| – | – | ﹤0.01% | 581 |
|
|
2014
Q3 | $34K | Hold |
1,334
| – | – | ﹤0.01% | 664 |
|
|
2014
Q2 | $39K | Hold |
1,334
| – | – | ﹤0.01% | 645 |
|
|
2014
Q1 | $35K | Buy |
+1,334
| New | +$35K | ﹤0.01% | 654 |
|