CA
CapWealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-800
| Closed | -$31K | – | 389 |
|
|
2014
Q2 | $31K | Hold |
800
| – | – | 0.01% | 164 |
|
|
2014
Q1 | $28K | Hold |
800
| – | – | 0.01% | 169 |
|
|
2013
Q4 | $28K | Hold |
800
| – | – | 0.01% | 182 |
|
|
2013
Q3 | $23K | Hold |
800
| – | – | 0.01% | 226 |
|
|
2013
Q2 | $20K | Buy |
+800
| New | +$20K | 0.01% | 227 |
|