Confluence Wealth Services’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-130	Closed	-$15K	–	920
2021 Q4	$15K	Buy	+130	New	+$15K	﹤0.01%	808