Focused 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
Q3 | – | Sell |
-125
| Closed | -$5K | – | 717 |
|
2018
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 508 |
|
2018
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 567 |
|
2017
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 525 |
|
2017
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 473 |
|
2017
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 521 |
|
2017
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 540 |
|
2016
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 593 |
|
2016
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 576 |
|
2016
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 572 |
|
2016
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 540 |
|
2015
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 486 |
|
2015
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 502 |
|
2015
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 490 |
|
2015
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 531 |
|
2014
Q4 | $4K | Hold |
125
| – | – | ﹤0.01% | 538 |
|
2014
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 564 |
|
2014
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 541 |
|
2014
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 533 |
|
2013
Q4 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 533 |
|