Clearstead Advisors’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
92
+72
| +360% | +$12.4K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $3.1K | Hold |
20
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q4 | $3.68K | Sell |
20
-315
| -94% | -$57.9K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $60.5K | Hold |
335
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q2 | $60.9K | Sell |
335
-155
| -32% | -$28.2K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $87.8K | Buy |
490
+70
| +17% | +$12.5K | ﹤0.01% | 632 |
|
|
2023
Q4 | $73.5K | Sell |
420
-290
| -41% | -$50.7K | ﹤0.01% | 655 |
|
|
2023
Q3 | $101K | Buy |
710
+180
| +34% | +$25.5K | ﹤0.01% | 722 |
|
|
2023
Q2 | $75.4K | Buy |
530
+510
| +2,550% | +$72.6K | ﹤0.01% | 635 |
|
|
2023
Q1 | $2.57K | Sell |
20
-37
| -65% | -$4.75K | ﹤0.01% | 1100 |
|
|
2022
Q4 | $6.84K | Hold |
57
| – | – | ﹤0.01% | 949 |
|
|
2022
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 955 |
|
|
2022
Q2 | $6K | Buy |
57
+37
| +185% | +$3.9K | ﹤0.01% | 984 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1226 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 896 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 822 |
|