Berman Capital Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $41K | Buy |
348
+111
| +47% | +$13.1K | 0.01% | 757 |
|
|
2021
Q2 | $32K | Buy |
237
+182
| +331% | +$24.6K | 0.01% | 750 |
|
|
2021
Q1 | $7K | Buy |
55
+18
| +49% | +$2.29K | ﹤0.01% | 1167 |
|
|
2020
Q4 | $4K | Sell |
37
-159
| -81% | -$17.2K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $16K | Buy |
196
+151
| +336% | +$12.3K | ﹤0.01% | 654 |
|
|
2020
Q2 | $3K | Sell |
45
-78
| -63% | -$5.2K | ﹤0.01% | 1170 |
|
|
2020
Q1 | $7K | Buy |
123
+7
| +6% | +$398 | ﹤0.01% | 793 |
|
|
2019
Q4 | $8K | Hold |
116
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $7K | Buy |
116
+46
| +66% | +$2.78K | ﹤0.01% | 847 |
|
|
2019
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 913 |
|
|
2019
Q1 | $6K | Buy |
70
+25
| +56% | +$2.14K | ﹤0.01% | 826 |
|
|
2018
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 811 |
|