Optimum Investment Advisors’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$13.5K | – | 638 |
|
|
2024
Q3 | $13.5K | Hold |
1,000
| – | – | 0.01% | 504 |
|
|
2024
Q2 | $9.72K | Hold |
1,000
| – | – | ﹤0.01% | 522 |
|
|
2024
Q1 | $14.2K | Hold |
1,000
| – | – | 0.01% | 489 |
|
|
2023
Q4 | $15.9K | Hold |
1,000
| – | – | 0.01% | 470 |
|
|
2023
Q3 | $15.4K | Hold |
1,000
| – | – | 0.01% | 500 |
|
|
2023
Q2 | $22.5K | Hold |
1,000
| – | – | 0.01% | 458 |
|
|
2023
Q1 | $21.4K | Hold |
1,000
| – | – | 0.01% | 470 |
|
|
2022
Q4 | $16.3K | Hold |
1,000
| – | – | 0.01% | 516 |
|
|
2022
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 495 |
|
|
2022
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 545 |
|
|
2022
Q1 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 542 |
|