BOK Financial Private Wealth’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-271
| Closed | -$49.8K | – | 630 |
|
|
2024
Q4 | $49.8K | Buy |
271
+2
| +0.7% | +$368 | ﹤0.01% | 261 |
|
|
2024
Q3 | $48.6K | Hold |
269
| – | – | ﹤0.01% | 263 |
|
|
2024
Q2 | $48.9K | Hold |
269
| – | – | ﹤0.01% | 257 |
|
|
2024
Q1 | $50.8K | Hold |
269
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $47.1K | Hold |
269
| – | – | ﹤0.01% | 248 |
|
|
2023
Q3 | $38.1K | Hold |
269
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $38.3K | Hold |
269
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $34.5K | Hold |
269
| – | – | ﹤0.01% | 269 |
|
|
2022
Q4 | $32.3K | Hold |
269
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $28K | Sell |
269
-270
| -50% | -$28.1K | ﹤0.01% | 284 |
|
|
2022
Q2 | $57K | Buy |
+539
| New | +$57K | 0.01% | 242 |
|