WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-450
| Closed | -$10K | – | 1789 |
|
|
2016
Q3 | $10K | Hold |
450
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q2 | $11K | Hold |
450
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q1 | $9K | Hold |
450
| – | – | ﹤0.01% | 1084 |
|
|
2015
Q4 | $23K | Hold |
450
| – | – | 0.01% | 864 |
|
|
2015
Q3 | $19K | Hold |
450
| – | – | 0.01% | 916 |
|
|
2015
Q2 | $20K | Hold |
450
| – | – | 0.01% | 984 |
|
|
2015
Q1 | $17K | Hold |
450
| – | – | ﹤0.01% | 1038 |
|
|
2014
Q4 | $13K | Hold |
450
| – | – | ﹤0.01% | 1371 |
|
|
2014
Q3 | $11K | Hold |
450
| – | – | ﹤0.01% | 1465 |
|
|
2014
Q2 | $13K | Hold |
450
| – | – | ﹤0.01% | 1405 |
|
|
2014
Q1 | $12K | Buy |
450
+40
| +10% | +$1.07K | ﹤0.01% | 1419 |
|
|
2013
Q4 | $11K | Buy |
+410
| New | +$11K | ﹤0.01% | 1557 |
|