WealthPLAN Partners’s Portola Pharmaceuticals, Inc. PTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-67,002
| Closed | -$1.83M | – | 257 |
|
|
2019
Q3 | $1.83M | Buy |
67,002
+2,123
| +3% | +$58.1K | 0.25% | 83 |
|
|
2019
Q2 | $1.97M | Buy |
64,879
+1,921
| +3% | +$58.3K | 0.3% | 79 |
|
|
2019
Q1 | $1.92M | Buy |
62,958
+22
| +0% | +$671 | 0.3% | 81 |
|
|
2018
Q4 | $1.95M | Buy |
62,936
+17,089
| +37% | +$529K | 0.31% | 82 |
|
|
2018
Q3 | $884K | Buy |
45,847
+7,814
| +21% | +$151K | 0.16% | 103 |
|
|
2018
Q2 | $1.44M | Buy |
38,033
+29,428
| +342% | +$1.11M | 0.29% | 84 |
|
|
2018
Q1 | $281K | Buy |
8,605
+3,396
| +65% | +$111K | 0.06% | 220 |
|
|
2017
Q4 | $254K | Buy |
5,209
+567
| +12% | +$27.6K | 0.07% | 177 |
|
|
2017
Q3 | $251K | Buy |
4,642
+896
| +24% | +$48.4K | 0.07% | 161 |
|
|
2017
Q2 | $210K | Buy |
3,746
+3,616
| +2,782% | +$203K | 0.06% | 164 |
|
|
2017
Q1 | $4.95K | Buy |
+130
| New | +$4.95K | 0.02% | 348 |
|
|
2016
Q3 | $77.3K | Sell |
3,430
-1,330
| -28% | -$30K | 0.03% | 266 |
|
|
2016
Q2 | $56.2K | Buy |
+4,760
| New | +$56.2K | 0.01% | 855 |
|