BerganKDV Wealth Management’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1047 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 924 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 927 |
|
|
2021
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 838 |
|
|
2021
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 795 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1060 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 867 |
|
|
2019
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 791 |
|