Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,500
| Closed | -$139K | – | 181 |
|
|
2020
Q1 | $139K | Hold |
19,500
| – | – | 0.07% | 135 |
|
|
2019
Q4 | $466K | Hold |
19,500
| – | – | 0.16% | 98 |
|
|
2019
Q3 | $523K | Hold |
19,500
| – | – | 0.19% | 86 |
|
|
2019
Q2 | $529K | Buy |
+19,500
| New | +$529K | 0.21% | 86 |
|
|
2019
Q1 | – | Sell |
-17,000
| Closed | -$332K | – | 152 |
|
|
2018
Q4 | $332K | Hold |
17,000
| – | – | 0.14% | 93 |
|
|
2018
Q3 | $453K | Hold |
17,000
| – | – | 0.26% | 47 |
|
|
2018
Q2 | $642K | Buy |
+17,000
| New | +$642K | 0.4% | 42 |
|