Gradient Investments’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-450
| Closed | -$4.37K | – | 1036 |
|
|
2024
Q2 | $4.37K | Buy |
450
+50
| +13% | +$486 | ﹤0.01% | 880 |
|
|
2024
Q1 | $5.67K | Sell |
400
-225
| -36% | -$3.19K | ﹤0.01% | 707 |
|
|
2023
Q4 | $9.96K | Sell |
625
-200
| -24% | -$3.19K | ﹤0.01% | 843 |
|
|
2023
Q3 | $12.7K | Hold |
825
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $18.6K | Hold |
825
| – | – | ﹤0.01% | 703 |
|
|
2023
Q1 | $17.6K | Sell |
825
-130
| -14% | -$2.78K | ﹤0.01% | 703 |
|
|
2022
Q4 | $15.6K | Buy |
955
+130
| +16% | +$2.12K | ﹤0.01% | 734 |
|
|
2022
Q3 | $16K | Hold |
825
| – | – | ﹤0.01% | 705 |
|
|
2022
Q2 | $13K | Sell |
825
-20
| -2% | -$315 | ﹤0.01% | 722 |
|
|
2022
Q1 | $21K | Buy |
+845
| New | +$21K | ﹤0.01% | 642 |
|