BCWM
Bartlett & Co Wealth Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Sell |
167
-1
| -0.6% | -$172 | ﹤0.01% | 751 |
|
|
2025
Q1 | $26K | Buy |
+168
| New | +$26K | ﹤0.01% | 775 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$3.06K | – | 878 |
|
|
2020
Q1 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 751 |
|
|
2019
Q4 | $3.75K | Hold |
50
| – | – | ﹤0.01% | 784 |
|
|
2019
Q3 | $3.41K | Buy |
+50
| New | +$3.41K | ﹤0.01% | 800 |
|