Steward Partners Investment Advisory’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 |
-100
| Closed | -$2K | – | 2930 |
|
|
2020
Q2 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 2530 |
|
|
2020
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2347 |
|
|
2019
Q4 | $7K | Sell |
300
-550
| -65% | -$12.8K | ﹤0.01% | 2165 |
|
|
2019
Q3 | $22K | Buy |
850
+550
| +183% | +$14.2K | ﹤0.01% | 1699 |
|
|
2019
Q2 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 2105 |
|
|
2018
Q4 | – | Sell |
-369
| Closed | -$10K | – | 2475 |
|
|
2018
Q3 | $10K | Hold |
369
| – | – | ﹤0.01% | 1899 |
|
|
2018
Q2 | $14K | Hold |
369
| – | – | ﹤0.01% | 1633 |
|
|
2018
Q1 | $12K | Hold |
369
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $17K | Buy |
369
+255
| +224% | +$11.7K | ﹤0.01% | 1196 |
|
|
2017
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 1267 |
|
|
2017
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q1 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 1203 |
|