Bell Investment Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Sell |
84
-1
| -1% | -$172 | ﹤0.01% | 541 |
|
|
2025
Q1 | $13.2K | Hold |
85
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $15.6K | Hold |
85
| – | – | ﹤0.01% | 451 |
|
|
2024
Q3 | $15.4K | Sell |
85
-8
| -9% | -$1.45K | ﹤0.01% | 459 |
|
|
2024
Q2 | $16.9K | Hold |
93
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $17.6K | Hold |
93
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $16.3K | Hold |
93
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $13.2K | Hold |
93
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $13.2K | Buy |
93
+4
| +4% | +$569 | ﹤0.01% | 417 |
|
|
2023
Q1 | $11.4K | Hold |
89
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $10.7K | Sell |
89
-16
| -15% | -$1.92K | ﹤0.01% | 469 |
|
|
2022
Q3 | $11K | Sell |
105
-99
| -49% | -$10.4K | ﹤0.01% | 395 |
|
|
2022
Q2 | $22K | Buy |
+204
| New | +$22K | 0.01% | 247 |
|
|
2021
Q4 | $68K | Buy |
562
+4
| +0.7% | +$484 | 0.02% | 129 |
|
|
2021
Q3 | $67K | Buy |
+558
| New | +$67K | 0.02% | 117 |
|