BPA
Beacon Pointe Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,396
| – | – | ﹤0.01% | 1111 |
|
|
2025
Q1 | $216K | Sell |
1,396
-2
| -0.1% | -$310 | ﹤0.01% | 1109 |
|
|
2024
Q4 | $257K | Sell |
1,398
-47
| -3% | -$8.64K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $261K | Sell |
1,445
-2
| -0.1% | -$361 | ﹤0.01% | 1064 |
|
|
2024
Q2 | $263K | Sell |
1,447
-65
| -4% | -$11.8K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $286K | Sell |
1,512
-105
| -6% | -$19.8K | ﹤0.01% | 1116 |
|
|
2023
Q4 | $283K | Sell |
1,617
-302
| -16% | -$52.8K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $272K | Buy |
+1,919
| New | +$272K | ﹤0.01% | 1105 |
|