Avanda Investment Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
18,614
-1,260
| -6% | -$217K | 1.05% | 8 |
|
|
2025
Q1 | $3.08M | Buy |
19,874
+13,307
| +203% | +$2.06M | 1.09% | 15 |
|
|
2024
Q4 | $1.21M | Sell |
6,567
-3,703
| -36% | -$681K | 0.38% | 22 |
|
|
2024
Q3 | $1.86M | Sell |
10,270
-10,743
| -51% | -$1.94M | 0.36% | 43 |
|
|
2024
Q2 | $3.82M | Sell |
21,013
-10,076
| -32% | -$1.83M | 0.58% | 43 |
|
|
2024
Q1 | $5.87M | Buy |
+31,089
| New | +$5.87M | 0.79% | 40 |
|