Valeo Financial Advisors’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 |
-1,302
| Closed | -$23K | – | 2215 |
|
|
2020
Q2 | $23K | Sell |
1,302
-1,000
| -43% | -$17.7K | ﹤0.01% | 961 |
|
|
2020
Q1 | $21K | Hold |
2,302
| – | – | ﹤0.01% | 858 |
|
|
2019
Q4 | $55K | Buy |
2,302
+75
| +3% | +$1.79K | 0.01% | 610 |
|
|
2019
Q3 | $60K | Hold |
2,227
| – | – | 0.01% | 543 |
|
|
2019
Q2 | $60K | Hold |
2,227
| – | – | 0.01% | 553 |
|
|
2019
Q1 | $77K | Buy |
2,227
+97
| +5% | +$3.35K | 0.01% | 465 |
|
|
2018
Q4 | $42K | Sell |
2,130
-1,615
| -43% | -$31.8K | 0.01% | 535 |
|
|
2018
Q3 | $74K | Sell |
3,745
-405
| -10% | -$8K | 0.01% | 467 |
|
|
2018
Q2 | $115K | Sell |
4,150
-300
| -7% | -$8.31K | 0.02% | 375 |
|
|
2018
Q1 | $145K | Sell |
4,450
-500
| -10% | -$16.3K | 0.02% | 293 |
|
|
2017
Q4 | $241K | Sell |
4,950
-150
| -3% | -$7.3K | 0.04% | 217 |
|
|
2017
Q3 | $276K | Buy |
+5,100
| New | +$276K | 0.06% | 174 |
|