Avion Wealth’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
19
+5
| +36% | +$789 | ﹤0.01% | 739 |
|
|
2025
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2024
Q4 | $2K | Buy |
14
+6
| +75% | +$857 | ﹤0.01% | 756 |
|
|
2024
Q3 | $1K | Sell |
8
-6
| -43% | -$750 | ﹤0.01% | 881 |
|
|
2024
Q2 | $2K | Buy |
14
+3
| +27% | +$429 | ﹤0.01% | 643 |
|
|
2024
Q1 | $3K | Buy |
11
+3
| +38% | +$818 | ﹤0.01% | 593 |
|
|
2023
Q4 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 926 |
|
|
2023
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1121 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | – | – | 973 |
|
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 726 |
|