Steph & Co’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$15.4K | – | 288 |
|
|
2023
Q3 | $15.4K | Hold |
1,000
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $22.5K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2023
Q1 | $21.4K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $16K | Hold |
1,000
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 226 |
|