Bartlett & Co Wealth Management’s PTC PTC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$36.3K	Buy
2025 Q2	$28.8K	Sell
2025 Q1	$26K	Buy
2020 Q2	–	Sell
2020 Q1	$3.06K	Hold
2019 Q4	$3.75K	Hold
2019 Q3	$3.41K	Buy