CWC
Carolinas Wealth Consulting’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$775 | – | 716 |
|
|
2025
Q1 | $775 | Buy |
+5
| New | +$775 | ﹤0.01% | 928 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$189 | – | 1069 |
|
|
2024
Q1 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 1021 |
|
|
2021
Q3 | – | Sell |
-291
| Closed | -$41K | – | 990 |
|
|
2021
Q2 | $41K | Hold |
291
| – | – | 0.01% | 388 |
|
|
2021
Q1 | $40K | Buy |
+291
| New | +$40K | 0.01% | 400 |
|