Nisa Investment Advisors’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
Q3 | – | Sell |
-750
| Closed | -$13K | – | 2284 |
|
|
2020
Q2 | $13K | Buy |
750
+180
| +32% | +$3.12K | ﹤0.01% | 1872 |
|
|
2020
Q1 | $4K | Sell |
570
-410
| -42% | -$2.88K | ﹤0.01% | 1993 |
|
|
2019
Q4 | $23K | Buy |
980
+660
| +206% | +$15.5K | ﹤0.01% | 1675 |
|
|
2019
Q3 | $9K | Hold |
320
| – | – | ﹤0.01% | 1825 |
|
|
2019
Q2 | $9K | Hold |
320
| – | – | ﹤0.01% | 1798 |
|
|
2019
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 1737 |
|
|
2018
Q4 | $6K | Hold |
320
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q3 | $9K | Sell |
320
-120
| -27% | -$3.38K | ﹤0.01% | 1772 |
|
|
2018
Q2 | $17K | Buy |
440
+90
| +26% | +$3.48K | ﹤0.01% | 1570 |
|
|
2018
Q1 | $11K | Hold |
350
| – | – | ﹤0.01% | 1643 |
|
|
2017
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 1595 |
|
|
2017
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 1549 |
|
|
2017
Q2 | $20K | Buy |
350
+100
| +40% | +$5.71K | ﹤0.01% | 1493 |
|
|
2017
Q1 | $10K | Sell |
250
-950
| -79% | -$38K | ﹤0.01% | 1684 |
|
|
2016
Q4 | $27K | Hold |
1,200
| – | – | ﹤0.01% | 1551 |
|
|
2016
Q3 | $27K | Hold |
1,200
| – | – | ﹤0.01% | 1555 |
|
|
2016
Q2 | $28K | Buy |
1,200
+400
| +50% | +$9.33K | ﹤0.01% | 1506 |
|
|
2016
Q1 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 1678 |
|