AWS
Aspen Wealth Strategies’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,820
-358
| -16% | -$61.7K | 0.19% | 66 |
|
|
2025
Q1 | $337K | Hold |
2,178
| – | – | 0.22% | 59 |
|
|
2024
Q4 | $400K | Hold |
2,178
| – | – | 0.26% | 53 |
|
|
2024
Q3 | $393K | Buy |
+2,178
| New | +$393K | 0.25% | 56 |
|
|
2024
Q2 | – | Sell |
-2,178
| Closed | -$412K | – | 77 |
|
|
2024
Q1 | $412K | Hold |
2,178
| – | – | 0.28% | 50 |
|
|
2023
Q4 | $381K | Hold |
2,178
| – | – | 0.28% | 52 |
|
|
2023
Q3 | $309K | Hold |
2,178
| – | – | 0.24% | 50 |
|
|
2023
Q2 | $310K | Hold |
2,178
| – | – | 0.24% | 52 |
|
|
2023
Q1 | $279K | Hold |
2,178
| – | – | 0.22% | 63 |
|
|
2022
Q4 | $261K | Buy |
+2,178
| New | +$261K | 0.21% | 63 |
|