180 Wealth Advisors’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,394	Closed	-$597K	–	383
2022 Q4	$597K	Buy	4,394 +1,802	+70%	+$245K	0.14%	156
2022 Q3	$271K	Sell	2,592 -47	-2%	-$4.91K	0.07%	263
2022 Q2	$282K	Buy	+2,639	New	+$282K	0.07%	270