Cornerstone Planning Group’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29K	Buy	6 +3	+100%	+$644	﹤0.01%	1053
2025 Q1	$443	Buy	+3	New	+$443	﹤0.01%	1335