First Personal Financial Services’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$5K | – | 816 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 603 |
|
|
2019
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 559 |
|
|
2018
Q2 | – | Sell |
-707
| Closed | -$23K | – | 1015 |
|
|
2018
Q1 | $23K | Buy |
707
+100
| +16% | +$3.25K | 0.01% | 608 |
|
|
2017
Q4 | $30K | Sell |
607
-409
| -40% | -$20.2K | 0.01% | 573 |
|
|
2017
Q3 | $55K | Hold |
1,016
| – | – | 0.01% | 403 |
|
|
2017
Q2 | $57K | Buy |
1,016
+26
| +3% | +$1.46K | 0.01% | 391 |
|
|
2017
Q1 | $39K | Hold |
990
| – | – | 0.01% | 444 |
|
|
2016
Q4 | $22K | Buy |
990
+38
| +4% | +$844 | 0.01% | 542 |
|
|
2016
Q3 | $22K | Buy |
952
+525
| +123% | +$12.1K | 0.01% | 419 |
|
|
2016
Q2 | $10K | Buy |
+427
| New | +$10K | ﹤0.01% | 571 |
|
|
2015
Q4 | – | Sell |
-23
| Closed | -$1K | – | 519 |
|
|
2015
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 459 |
|
|
2015
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 416 |
|
|
2015
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 557 |
|
|
2014
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 532 |
|