Clearstead Advisors’s PGT, Inc. PGTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,000
| Closed | -$81.4K | – | 1647 |
|
2023
Q4 | $81.4K | Sell |
2,000
-2,000
| -50% | -$81.4K | ﹤0.01% | 625 |
|
2023
Q3 | $111K | Buy |
4,000
+2,000
| +100% | +$55.5K | ﹤0.01% | 700 |
|
2023
Q2 | $58.3K | Hold |
2,000
| – | – | ﹤0.01% | 701 |
|
2023
Q1 | $50.2K | Hold |
2,000
| – | – | ﹤0.01% | 663 |
|
2022
Q4 | $35.9K | Hold |
2,000
| – | – | ﹤0.01% | 683 |
|
2022
Q3 | $42K | Buy |
+2,000
| New | +$42K | ﹤0.01% | 643 |
|