Steward Partners Investment Advisory’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-100
Closed -$2K 2930
2020
Q2
$2K Sell
100
-200
-67% -$2.78K ﹤0.01% 2530
2020
Q1
$2K Hold
300
﹤0.01% 2347
2019
Q4
$7K Sell
300
-550
-65% -$15.2K ﹤0.01% 2165
2019
Q3
$22K Buy
850
+550
+183% +$15.4K ﹤0.01% 1699
2019
Q2
$8K Buy
+300
New +$9.41K ﹤0.01% 2105
2018
Q4
Sell
-369
Closed -$10K 2472
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% +$12.9K ﹤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 +$3.63K ﹤0.01% 1203

Steward Partners Investment Advisory's PTLA Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Portola Pharmaceuticals, Inc. (PTLA) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in PTLA in Q1 2017 and held it in 12 quarters. The position peaked at $22K in Q3 2019. 0 funds tracked by Wall St. Rank hold PTLA as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining Portola Pharmaceuticals, Inc. position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Portola Pharmaceuticals, Inc. shares in Q3 2020, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Portola Pharmaceuticals, Inc. in Q1 2017 and held it in 12 quarters.
  • Steward Partners Investment Advisory's Portola Pharmaceuticals, Inc. position peaked at $22K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Portola Pharmaceuticals, Inc. as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.