Joel Isaacson & Co’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,000
| Closed | -$45K | – | 583 |
|
2016
Q4 | $45K | Hold |
2,000
| – | – | 0.01% | 325 |
|
2016
Q3 | $45K | Hold |
2,000
| – | – | 0.01% | 340 |
|
2016
Q2 | $47K | Hold |
2,000
| – | – | 0.01% | 332 |
|
2016
Q1 | $41K | Hold |
2,000
| – | – | 0.01% | 362 |
|
2015
Q4 | $103K | Hold |
2,000
| – | – | 0.03% | 226 |
|
2015
Q3 | $85K | Hold |
2,000
| – | – | 0.02% | 252 |
|
2015
Q2 | $91K | Hold |
2,000
| – | – | 0.02% | 268 |
|
2015
Q1 | $76K | Hold |
2,000
| – | – | 0.02% | 300 |
|
2014
Q4 | $57K | Hold |
2,000
| – | – | 0.02% | 310 |
|
2014
Q3 | $51K | Hold |
2,000
| – | – | 0.02% | 302 |
|
2014
Q2 | $58K | Hold |
2,000
| – | – | 0.02% | 287 |
|
2014
Q1 | $52K | Hold |
2,000
| – | – | 0.02% | 292 |
|
2013
Q4 | $52K | Buy |
+2,000
| New | +$52K | 0.02% | 264 |
|