PSI Advisors’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-240
| Closed | -$2.26K | – | 893 |
|
|
2024
Q4 | $2.26K | Hold |
240
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $3.23K | Hold |
240
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $2.33K | Hold |
240
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $3.4K | Hold |
240
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $3.82K | Hold |
240
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $3.69K | Hold |
240
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $5.41K | Hold |
240
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $5.13K | Hold |
240
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $3.92K | Sell |
240
-1,900
| -89% | -$31K | ﹤0.01% | 547 |
|
|
2022
Q3 | $42K | Buy |
2,140
+22
| +1% | +$432 | 0.02% | 250 |
|
|
2022
Q2 | $35K | Buy |
+2,118
| New | +$35K | 0.02% | 287 |
|
|
2022
Q1 | – | Sell |
-518
| Closed | -$19K | – | 788 |
|
|
2021
Q4 | $19K | Buy |
+518
| New | +$19K | 0.01% | 405 |
|