BSW Wealth Partners’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,393
-51
| -4% | -$8.79K | 0.03% | 282 |
|
|
2025
Q1 | $224K | Sell |
1,444
-509
| -26% | -$78.9K | 0.03% | 275 |
|
|
2024
Q4 | $359K | Buy |
1,953
+128
| +7% | +$23.5K | 0.05% | 206 |
|
|
2024
Q3 | $330K | Buy |
1,825
+485
| +36% | +$87.6K | 0.05% | 209 |
|
|
2024
Q2 | $243K | Buy |
1,340
+134
| +11% | +$24.3K | 0.04% | 249 |
|
|
2024
Q1 | $228K | Buy |
+1,206
| New | +$228K | 0.04% | 257 |
|